Clark Wealth Partners

Position in CB — Chubb Ltd

CIK 2107657 O'FALLON, IL

Position in CB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,177

-$1,600 QoQ

Shares Held

-20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,075

of 2,130 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clark Wealth Partners holds $99,695 across 7 Insurance - Property & Casualty names. CB ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	331	$72,306
2	CB	Chubb Ltd This page	24	$8,177
3	WRB	Berkley W R Corp	98	$6,911
4	ALL	Allstate Corp	21	$4,996
5	TRV	Travelers Companies, Inc.	14	$4,621
6	CINF	Cincinnati Financial Corp	9	$1,666
7	L	Loews Corp	9	$1,018

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,177	24	-20.0%	Shares	Sole	2026-07-28
2026-03-31	$9,777	30	+57.9%	Shares	Sole	2026-05-12
2025-12-31	$5,930	19	0.0%	Shares	Sole	2026-02-04
2025-09-30	$5,362	19	0.0%	Shares	Sole	2026-02-04
2025-06-30	$5,504	19	0.0%	Shares	Sole	2026-02-04
2025-03-31	$5,737	19	0.0%	Shares	Sole	2026-02-04
2024-12-31	$5,249	19	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.