PDS Planning, Inc

Position in CB — Chubb Ltd

CIK 838618 DUBLIN, OH

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$949,301

+$70,268 QoQ

Shares Held

2,786

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,108

of 2,131 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $7,096,322 across 7 Insurance - Property & Casualty names. CB ranks #2 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	19,286	$3,570,610
2	CB	Chubb Ltd This page	2,786	$949,301
3	TRV	Travelers Companies, Inc.	2,037	$672,454
4	PGR	Progressive Corp/Oh/	3,008	$657,097
5	ALL	Allstate Corp	2,581	$614,123
6	SLDE	Slide Insurance Holdings, Inc.	21,000	$406,770
7	L	Loews Corp	1,996	$225,967

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,301	2,786	+3.3%	Shares	Sole	2026-08-05
2026-03-31	$879,033	2,697	-0.0%	Shares	Sole	2026-04-22
2025-12-31	$842,099	2,698	+2.1%	Shares	Sole	2026-01-26
2025-09-30	$745,704	2,642	-1.9%	Shares	Sole	2025-10-21
2025-06-30	$780,215	2,693	+5.0%	Shares	Sole	2025-07-24
2025-03-31	$774,302	2,564	+3.7%	Shares	Sole	2025-04-24
2024-12-31	$683,289	2,473	+2.7%	Shares	Sole	2025-02-10
2024-09-30	$694,154	2,407	-1.6%	Shares	Sole	2024-10-30
2024-06-30	$623,925	2,446	+4.8%	Shares	Sole	2024-08-08
2024-03-31	$605,068	2,335	+2.2%	Shares	Sole	2024-05-01
2023-12-31	$516,184	2,284	+6.5%	Shares	Sole	2024-02-01
2023-09-30	$446,337	2,144	+1.9%	Shares	Sole	2023-10-23
2023-06-30	$405,146	2,104	+7.2%	Shares	Sole	2023-07-21
2023-03-31	$380,981	1,962	+54.0%	Shares	Sole	2023-05-02
2022-12-31	$281,044	1,274	+1.2%	Shares	Sole	2023-01-27
2022-09-30	$228,986	1,259	+9.5%	Shares	Sole	2022-11-02
2022-06-30	$226,067	1,150	—	Shares	Sole	2022-07-15
No filing history on record for this holder in this stock.