BETO FINANCIAL GROUP, LLC

Position in CB — Chubb Ltd

CIK 2104828 BOISE, ID

Position in CB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$220,458

+$4,041 QoQ

Shares Held

647

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,790

of 2,131 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BETO FINANCIAL GROUP, LLC holds $909,912 across 3 Insurance - Property & Casualty names. CB ranks #3 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	10,127	$414,396
2	ALL	Allstate Corp	1,156	$275,058
3	CB	Chubb Ltd This page	647	$220,458

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,458	647	-2.6%	Shares	Sole	2026-08-07
2026-03-31	$216,417	664	+0.8%	Shares	Sole	2026-05-11
2025-12-31	$205,687	659	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.