EQUITABLE TRUST CO

Bank

Position in CB — Chubb Ltd

CIK 33250 NASHVILLE, TN

Position in CB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,962,052

+$137,870 QoQ

Shares Held

8,693

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#732

of 2,131 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EQUITABLE TRUST CO holds $6,926,752 across 6 Insurance - Property & Casualty names. CB ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	8,693	$2,962,052
2	TRV	Travelers Companies, Inc.	4,371	$1,442,954
3	L	Loews Corp	12,503	$1,415,464
4	WTM	White Mountains Insurance Group Ltd	242	$501,760
5	MKL	Markel Group Inc.	157	$306,622
6	ALL	Allstate Corp	1,252	$297,900

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,962,052	8,693	+0.3%	Shares	Sole	2026-07-23
2026-03-31	$2,824,182	8,665	-10.8%	Shares	Sole	2026-04-30
2025-12-31	$3,030,997	9,711	-1.8%	Shares	Sole	2026-02-02
2025-09-30	$2,792,298	9,893	+1.8%	Shares	Sole	2025-11-10
2025-06-30	$2,814,339	9,714	+31.1%	Shares	Sole	2025-07-23
2025-03-31	$2,237,745	7,410	+559.3%	Shares	Sole	2025-04-25
2024-12-31	$310,560	1,124	+12.6%	Shares	Sole	2025-01-28
2024-09-30	$287,812	998	+4.4%	Shares	Sole	2024-10-29
2024-06-30	$243,856	956	-68.0%	Shares	Sole	2024-07-31
2024-03-31	$773,761	2,986	+1.4%	Shares	Sole	2024-04-24
2023-12-31	$665,570	2,945	+146.2%	Shares	Sole	2024-01-25
2023-09-30	$248,982	1,196	-97.1%	Shares	Sole	2023-11-06
2020-03-31	$4,536,959	40,621	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.