PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in CB — Chubb Ltd
CIK 2145782
WALTHAM, MA
Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$78,710
+$3,421 QoQ
Shares Held
231
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,904
of 2,131 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $238,843 across 2 Insurance - Property & Casualty names. CB ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
673 | $160,133 | |
| 2 | CB |
Chubb Ltd
This page
|
231 | $78,710 |
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,710 | 231 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $75,289 | 231 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $72,099 | 231 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $79,876 | 283 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $75,327 | 260 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $59,492 | 197 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $51,391 | 186 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||