Regatta Research & Money Management

Position in CB — Chubb Ltd

CIK 2137529 METAIRIE, LA

Position in CB

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

Position Value

$85,183

New position

Shares Held

250

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,894

of 2,131 holders

Holding Since

Jun 2026

1 quarter on record

Financial Services · as of Jun 30, 2026

Regatta Research & Money Management holds $155,004 across 4 Insurance - Property & Casualty names. CB ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	250	$85,183
2	PGR	Progressive Corp/Oh/	190	$41,505
3	ALL	Allstate Corp	76	$18,083
4	TRV	Travelers Companies, Inc.	31	$10,233

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,183	250	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.