JONES FINANCIAL COMPANIES LLLP

Position in CB — Chubb Ltd

CIK 815917 DES PERES, MO

Position in CB

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

Position Value

$230,346,032

+$22,635,733 QoQ

Shares Held

676,017

+6.1% QoQ

Ownership

0.174%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#65

of 2,131 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $669,276,145 across 40 Insurance - Property & Casualty names. CB ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	676,017	$230,346,032
2	PGR	Progressive Corp/Oh/	734,298	$160,407,397
3	WRB	Berkley W R Corp	1,259,360	$88,822,660
4	ALL	Allstate Corp	307,379	$73,137,758
5	KNSL	Kinsale Capital Group, Inc.	103,629	$34,177,879
6	CINF	Cincinnati Financial Corp	170,139	$31,499,534
7	TRV	Travelers Companies, Inc.	54,181	$17,886,230
8	MKL	Markel Group Inc.	5,515	$10,770,849

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,346,032	676,017	+6.1%	Shares	Sole	2026-08-14
2026-03-31	$207,710,299	637,285	+3838.5%	Shares	Sole	2026-05-15
2025-12-31	$5,050,413	16,181	+7.7%	Shares	Sole	2026-02-17
2025-09-30	$4,238,830	15,018	+13.5%	Shares	Sole	2025-11-04
2025-06-30	$3,835,023	13,237	+27.5%	Shares	Sole	2025-08-13
2025-03-31	$3,136,467	10,386	+34.0%	Shares	Sole	2025-05-28
2024-12-31	$2,142,153	7,753	+73.2%	Shares	Sole	2025-02-06
2024-09-30	$1,291,121	4,477	+80.1%	Shares	Sole	2024-11-12
2024-06-30	$634,128	2,486	+130.8%	Shares	Sole	2024-08-14
2024-03-31	$279,082	1,077	+43.8%	Shares	Sole	2024-05-14
2023-12-31	$169,274	749	+1.4%	Shares	Sole	2024-02-13
2023-09-30	$153,845	739	+63.9%	Shares	Sole	2023-11-14
2023-06-30	$86,844	451	-29.5%	Shares	Sole	2023-08-09
2023-03-31	$124,275	640	-6.0%	Shares	Sole	2023-05-11
2022-12-31	$150,228	681	+221.2%	Shares	Sole	2023-02-13
2022-09-30	$38,558	212	-4.1%	Shares	Sole	2022-11-03
2022-06-30	$43,444	221	-0.9%	Shares	Sole	2022-08-08
2022-03-31	$47,699	223	-33.6%	Shares	Sole	2022-05-02
2021-12-31	$64,952	336	+42.4%	Shares	Sole	2022-02-11
2021-09-30	$40,941	236	0.0%	Shares	Sole	2021-11-12
2021-06-30	$37,509	236	+107.0%	Shares	Sole	2021-08-12
2021-03-31	$18,008	114	+44.3%	Shares	Sole	2021-04-30
2020-12-31	$12,159	79	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.