MOODY LYNN LIEBERSON & WALKER, LLC

Position in CB — Chubb Ltd

CIK 938592 BOSTON, MA

Position in CB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$661,376

-$5,150 QoQ

Shares Held

1,941

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,257

of 2,131 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $3,140,278 across 6 Insurance - Property & Casualty names. CB ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,034	$671,464
2	CB	Chubb Ltd This page	1,941	$661,376
3	WRB	Berkley W R Corp	8,712	$614,457
4	ALL	Allstate Corp	1,911	$454,703
5	L	Loews Corp	3,614	$409,140
6	AFG	American Financial Group Inc	2,352	$329,138

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,376	1,941	-5.1%	Shares	Sole	2026-07-20
2026-03-31	$666,526	2,045	+0.3%	Shares	Sole	2026-04-13
2025-12-31	$636,412	2,039	+66.2%	Shares	Sole	2026-01-15
2025-09-30	$346,320	1,227	-0.2%	Shares	Sole	2025-10-20
2025-06-30	$356,065	1,229	+2.2%	Shares	Sole	2025-07-17
2025-03-31	$363,293	1,203	-26.7%	Shares	Sole	2025-04-28
2024-12-31	$453,408	1,641	-83.6%	Shares	Sole	2025-01-21
2024-09-30	$2,893,705	10,034	+519.4%	Shares	Sole	2024-10-23
2024-06-30	$413,229	1,620	+1.5%	Shares	Sole	2024-07-25
2024-03-31	$413,571	1,596	+9.2%	Shares	Sole	2024-04-23
2023-12-31	$330,186	1,461	0.0%	Shares	Sole	2024-01-24
2023-09-30	$304,150	1,461	0.0%	Shares	Sole	2023-10-24
2023-06-30	$281,330	1,461	+4.4%	Shares	Sole	2023-07-27
2023-03-31	$271,657	1,399	+0.6%	Shares	Sole	2023-05-02
2022-12-31	$306,634	1,390	+16.8%	Shares	Sole	2023-02-01
2022-09-30	$216,437	1,190	-93.3%	Shares	Sole	2022-10-26
2022-06-30	$3,509,935	17,855	+1400.4%	Shares	Sole	2022-07-28
2022-03-31	$254,541	1,190	-95.1%	Shares	Sole	2022-04-27
2020-03-31	$2,697,536	24,152	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.