Wilkerson Advisory Group LLC

Position in CB — Chubb Ltd

CIK 2079661 COLUMBIA, MO

Position in CB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$26,236

+$3,421 QoQ

Shares Held

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,001

of 2,131 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $1,180,241 across 6 Insurance - Property & Casualty names. CB ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	4,318	$1,027,424
2	TRV	Travelers Companies, Inc.	265	$87,481
3	PGR	Progressive Corp/Oh/	137	$29,927
4	CB	Chubb Ltd This page	77	$26,236
5	CINF	Cincinnati Financial Corp	39	$7,220
6	MKL	Markel Group Inc.	1	$1,953

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,236	77	+10.0%	Shares	Sole	2026-07-21
2026-03-31	$22,815	70	+75.0%	Shares	Sole	2026-05-08
2025-12-31	$12,484	40	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.