55 North Private Wealth, LLC

Position in CB — Chubb Ltd

CIK 2106457 WINTER PARK, FL

Position in CB

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

Position Value

$300,191

+$77,581 QoQ

Shares Held

881

+29.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,620

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

55 North Private Wealth, LLC holds $761,177 across 3 Insurance - Property & Casualty names. CB ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	881	$300,191
2	ALL	Allstate Corp	969	$230,563
3	TRV	Travelers Companies, Inc.	698	$230,423

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,191	881	+29.0%	Shares	Sole	2026-07-07
2026-03-31	$222,610	683	-0.3%	Shares	Sole	2026-04-17
2025-12-31	$213,802	685	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.