Oakmont Advisory Group, LLC

Position in CB — Chubb Ltd

CIK 2115370 ALBUQUERQUE, NM

Position in CB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,725

New position

Shares Held

8

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,106

of 2,131 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Oakmont Advisory Group, LLC holds $403,595 across 6 Insurance - Property & Casualty names. CB ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	1,660	$362,627
2	ORI	Old Republic International Corp	508	$20,787
3	AFG	American Financial Group Inc	93	$13,014
4	TRV	Travelers Companies, Inc.	9	$2,971
5	CB	Chubb Ltd This page	8	$2,725
6	L	Loews Corp	13	$1,471

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,725	8	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.