INDEPENDENT FINANCIAL GROUP, LLC

Position in CB — Chubb Ltd

CIK 275484 SAN DIEGO, CA

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$604,132

+$38,644 QoQ

Shares Held

1,773

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,292

of 2,131 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $3,207,969 across 4 Insurance - Property & Casualty names. CB ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	6,569	$1,563,027
2	PGR	Progressive Corp/Oh/	3,613	$789,259
3	CB	Chubb Ltd This page	1,773	$604,132
4	TRV	Travelers Companies, Inc.	762	$251,551

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,132	1,773	+2.2%	Shares	Sole	2026-07-15
2026-03-31	$565,488	1,735	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$556,509	1,783	-11.3%	Shares	Sole	2026-05-15
2025-09-30	$567,322	2,010	-3.7%	Shares	Sole	2026-05-15
2025-06-30	$604,935	2,088	+0.1%	Shares	Sole	2026-05-15
2025-03-31	$629,649	2,085	-1.7%	Shares	Sole	2026-05-19
2024-12-31	$586,032	2,121	+97.9%	Shares	Sole	2026-06-12
2024-09-30	$309,154	1,072	+10.6%	Shares	Sole	2026-06-12
2024-06-30	$247,172	969	+10.6%	Shares	Sole	2026-06-12
2024-03-31	$226,997	876	-3.7%	Shares	Sole	2026-06-12
2023-12-31	$205,660	910	-12.3%	Shares	Sole	2026-06-12
2023-09-30	$216,090	1,038	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.