Medallion Wealth Advisors, LLC

Position in CB — Chubb Ltd

CIK 2131139 FARMINGTON, CT

Position in CB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$258,962

+$11,257 QoQ

Shares Held

760

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,697

of 2,131 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $939,486 across 7 Insurance - Property & Casualty names. CB ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	1,282	$423,213
2	CB	Chubb Ltd This page	760	$258,962
3	KMPR	KEMPER Corp	6,194	$166,990
4	CINF	Cincinnati Financial Corp	327	$60,540
5	ALL	Allstate Corp	124	$29,504
6	PGR	Progressive Corp/Oh/	1	$218
7	RLI	Rli Corp	1	$59

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,962	760	0.0%	Shares	Sole	2026-08-14
2026-03-31	$247,705	760	0.0%	Shares	Sole	2026-04-24
2025-12-31	$237,209	760	0.0%	Shares	Sole	2026-04-24
2025-09-30	$214,509	760	0.0%	Shares	Sole	2026-04-24
2025-06-30	$220,186	760	0.0%	Shares	Sole	2026-04-24
2025-03-31	$229,510	760	+17.6%	Shares	Sole	2026-04-24
2024-12-31	$178,489	646	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.