Provenance Wealth Advisors, LLC

Position in CB — Chubb Ltd

CIK 2081584 FORT LAUDERDALE, FL

Position in CB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$342,102

+$108,737 QoQ

Shares Held

1,004

+40.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,549

of 2,131 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $855,587 across 6 Insurance - Property & Casualty names. CB ranks #2 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	1,710	$406,877
2	CB	Chubb Ltd This page	1,004	$342,102
3	AFG	American Financial Group Inc	600	$83,964
4	TRV	Travelers Companies, Inc.	55	$18,156
5	PGR	Progressive Corp/Oh/	13	$2,839
6	KNSL	Kinsale Capital Group, Inc.	5	$1,649

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,102	1,004	+40.2%	Shares	Sole	2026-07-24
2026-03-31	$233,365	716	-5.3%	Shares	Sole	2026-04-20
2025-12-31	$235,962	756	0.0%	Shares	Sole	2026-01-26
2025-09-30	$213,381	756	0.0%	Shares	Sole	2025-11-12
2025-06-30	$219,028	756	0.0%	Shares	Sole	2025-08-15
2025-03-31	$228,304	756	0.0%	Shares	Sole	2025-08-15
2024-12-31	$208,882	756	0.0%	Shares	Sole	2025-08-15
2024-09-30	$218,022	756	0.0%	Shares	Sole	2025-08-15
2024-06-30	$192,840	756	0.0%	Shares	Sole	2025-08-15
2024-03-31	$195,902	756	0.0%	Shares	Sole	2025-08-15
2023-12-31	$170,856	756	+5.6%	Shares	Sole	2025-08-15
2023-09-30	$149,056	716	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.