RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in CB — Chubb Ltd

CIK 749044 WEST HARTFORD, CT

Position in CB

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

Position Value

$2,114,291

+$59,303 QoQ

Shares Held

6,205

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#840

of 2,130 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $7,659,865 across 5 Insurance - Property & Casualty names. CB ranks #3 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	40,531	$2,858,651
2	TRV	Travelers Companies, Inc.	6,483	$2,140,167
3	CB	Chubb Ltd This page	6,205	$2,114,291
4	ALL	Allstate Corp	1,310	$311,701
5	SIGI	Selective Insurance Group Inc	2,423	$235,055

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,114,291	6,205	-1.6%	Shares	Sole	2026-08-14
2026-03-31	$2,054,988	6,305	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,967,916	6,305	+2.4%	Shares	Sole	2026-02-13
2025-09-30	$1,738,095	6,158	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$1,752,226	6,048	0.0%	Shares	Sole	2025-08-15
2025-03-31	$1,826,435	6,048	-1.1%	Shares	Sole	2025-05-16
2024-12-31	$1,689,850	6,116	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$1,749,373	6,066	-0.9%	Shares	Sole	2024-11-15
2024-06-30	$1,561,854	6,123	-2.6%	Shares	Sole	2024-08-14
2024-03-31	$1,628,632	6,285	-5.6%	Shares	Sole	2024-05-15
2023-12-31	$1,504,030	6,655	-1.6%	Shares	Sole	2024-02-14
2023-09-30	$1,408,545	6,766	+3.6%	Shares	Sole	2023-11-16
2023-06-30	$1,257,609	6,531	+49.8%	Shares	Sole	2023-08-16
2023-03-31	$266	4,360	-30.2%	Shares	Sole	2023-05-11
2022-12-31	$1,377,205	6,243	-0.3%	Shares	Sole	2023-02-08
2022-09-30	$1,139,114	6,263	+3.3%	Shares	Sole	2022-11-15
2022-06-30	$1,192,257	6,065	+1.0%	Shares	Sole	2022-08-10
2022-03-31	$1,284,683	6,006	-1.0%	Shares	Sole	2022-05-20
2021-12-31	$1,172,618	6,066	-0.2%	Shares	Sole	2022-02-04
2021-09-30	$1,054,931	6,081	-7.8%	Shares	Sole	2021-11-12
2021-06-30	$1,048,368	6,596	+15.8%	Shares	Sole	2021-08-10
2021-03-31	$899,955	5,697	+0.2%	Shares	Sole	2021-05-13
2020-12-31	$875,343	5,687	-1.1%	Shares	Sole	2021-02-16
2020-09-30	$667,922	5,752	+4.5%	Shares	Sole	2020-11-12
2020-06-30	$696,663	5,502	+27.9%	Shares	Sole	2020-08-11
2020-03-31	$480,378	4,301	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.