Ponta Wealth Partners, LLC

Position in CB — Chubb Ltd

CIK 2107740 WINTER PARK, FL

Position in CB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$352,665

+$147,330 QoQ

Shares Held

1,035

+64.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,533

of 2,131 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $1,382,184 across 3 Insurance - Property & Casualty names. CB ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,130	$703,155
2	CB	Chubb Ltd This page	1,035	$352,665
3	PGR	Progressive Corp/Oh/	1,494	$326,364

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,665	1,035	+64.3%	Shares	Sole	2026-08-12
2026-03-31	$205,335	630	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.