AssuredPartners Investment Advisors, LLC

Position in CB — Chubb Ltd

CIK 2055492 Tampa, FL

Position in CB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$855,257

-$162,622 QoQ

Shares Held

2,510

-19.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,142

of 2,131 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AssuredPartners Investment Advisors, LLC holds $6,907,543 across 5 Insurance - Property & Casualty names. CB ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	9,550	$3,152,646
2	ORI	Old Republic International Corp	34,830	$1,425,243
3	CB	Chubb Ltd This page	2,510	$855,257
4	ALL	Allstate Corp	3,309	$787,343
5	CINF	Cincinnati Financial Corp	3,711	$687,054

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$855,257	2,510	-19.6%	Shares	Sole	2026-08-10
2026-03-31	$1,017,879	3,123	-31.8%	Shares	Sole	2026-04-13
2025-12-31	$1,430,133	4,582	+78.3%	Shares	Sole	2026-02-03
2025-09-30	$725,382	2,570	+56.2%	Shares	Sole	2025-10-06
2025-06-30	$476,589	1,645	-65.9%	Shares	Sole	2025-07-29
2025-03-31	$1,457,101	4,825	+1.8%	Shares	Sole	2025-04-23
2024-12-31	$1,309,662	4,740	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.