Alvarez & Marsal Private Wealth Partners, LLC
Position in CB — Chubb Ltd
CIK 2109121
WEST PALM BEACH, FL
Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$406,843
-$235,565 QoQ
Shares Held
1,194
-39.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,468
of 2,131 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $406,843 across 1 Insurance - Property & Casualty name. CB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,194 | $406,843 |
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,843 | 1,194 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $642,408 | 1,971 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $423,234 | 1,356 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||