TRB Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 2130988 HOUSTON, TX

Position in CB

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

Position Value

$1,265,849

+$293,274 QoQ

Shares Held

3,715

+24.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,005

of 2,131 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRB Wealth Management, LLC holds $2,044,330 across 3 Insurance - Property & Casualty names. CB ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	3,715	$1,265,849
2	PGR	Progressive Corp/Oh/	2,394	$522,969
3	TRV	Travelers Companies, Inc.	774	$255,512

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,265,849	3,715	+24.5%	Shares	Sole	2026-08-12
2026-03-31	$972,575	2,984	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.