CVFG LLC

Position in CB — Chubb Ltd

CIK 2050974 SHELBYVILLE, IN

Position in CB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,997,436

-$328,492 QoQ

Shares Held

20,536

-8.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#498

of 2,131 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CVFG LLC holds $13,428,148 across 3 Insurance - Property & Casualty names. CB ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	20,536	$6,997,436
2	TRV	Travelers Companies, Inc.	18,471	$6,097,646
3	CINF	Cincinnati Financial Corp	1,799	$333,066

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,997,436	20,536	-8.6%	Shares	Sole	2026-08-11
2026-03-31	$7,325,928	22,477	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.