OPPENHEIMER & CO INC

Position in CB — Chubb Ltd

CIK 822581 NEW YORK, NY

Position in CB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,930,310

+$194,315 QoQ

Shares Held

20,339

-1.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#503

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $22,606,082 across 13 Insurance - Property & Casualty names. CB ranks #1 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	20,339	$6,930,310
2	CINF	Cincinnati Financial Corp	14,129	$2,615,843
3	TRV	Travelers Companies, Inc.	7,781	$2,568,663
4	KNSL	Kinsale Capital Group, Inc.	7,389	$2,436,966
5	MKL	Markel Group Inc.	962	$1,878,795
6	ALL	Allstate Corp	7,425	$1,766,704
7	PGR	Progressive Corp/Oh/	4,881	$1,066,254
8	HGTY	Hagerty, Inc.	89,417	$1,065,850

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,930,310	20,339	-1.6%	Shares	Sole	2026-08-03
2026-03-31	$6,735,995	20,667	+0.7%	Shares	Sole	2026-04-24
2025-12-31	$6,403,453	20,516	-11.7%	Shares	Sole	2026-02-02
2025-09-30	$6,560,336	23,243	+3.9%	Shares	Sole	2025-11-06
2025-06-30	$6,482,485	22,375	-3.6%	Shares	Sole	2025-07-31
2025-03-31	$7,005,866	23,199	+4.6%	Shares	Sole	2025-04-23
2024-12-31	$6,127,781	22,178	+1.9%	Shares	Sole	2025-02-05
2024-09-30	$6,274,212	21,756	-18.2%	Shares	Sole	2024-11-05
2024-06-30	$6,783,597	26,594	+2.5%	Shares	Sole	2024-08-08
2024-03-31	$6,725,719	25,955	+3.5%	Shares	Sole	2024-05-07
2023-12-31	$5,667,176	25,076	-16.7%	Shares	Sole	2024-02-13
2023-09-30	$6,264,968	30,094	-15.7%	Shares	Sole	2023-11-08
2023-06-30	$6,877,087	35,714	-7.0%	Shares	Sole	2023-08-03
2023-03-31	$7,456,123	38,398	+3.0%	Shares	Sole	2023-05-10
2022-12-31	$8,222,203	37,272	-0.4%	Shares	Sole	2023-02-08
2022-09-30	$6,806,131	37,421	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$7,240,827	36,834	-7.3%	Shares	Sole	2022-08-08
2022-03-31	$8,498,247	39,730	+11.8%	Shares	Sole	2022-05-12
2021-12-31	$6,870,237	35,540	-5.6%	Shares	Sole	2022-02-02
2021-09-30	$6,532,389	37,655	-4.5%	Shares	Sole	2021-11-12
2021-06-30	$6,269,706	39,447	+10.4%	Shares	Sole	2021-08-03
2021-03-31	$5,643,004	35,722	+0.6%	Shares	Sole	2021-05-10
2020-12-31	$5,465,391	35,508	-10.9%	Shares	Sole	2021-02-11
2020-09-30	$4,628,310	39,858	-23.0%	Shares	Sole	2020-11-13
2020-06-30	$6,552,205	51,747	+16.5%	Shares	Sole	2020-08-11
2020-03-31	$4,962,721	44,433	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.