BURNEY CO/

Position in CB — Chubb Ltd

CIK 940445 RESTON, VA

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,650,885

-$2,231 QoQ

Shares Held

4,845

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#306

of 859 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $28,494,001 across 11 Insurance - Property & Casualty names. CB ranks #6 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	98,360	$6,937,330
2	ALL	Allstate Corp	27,376	$6,513,845
3	AFG	American Financial Group Inc	27,183	$3,803,989
4	ORI	Old Republic International Corp	84,452	$3,455,775
5	TRV	Travelers Companies, Inc.	9,890	$3,264,886
6	CB	Chubb Ltd This page	4,845	$1,650,885
7	CNA	Cna Financial Corp	25,799	$1,254,089
8	CINF	Cincinnati Financial Corp	3,065	$567,454

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,650,885	4,845	-4.5%	Shares	Sole	2026-07-15
2026-03-31	$1,653,116	5,072	-31.3%	Shares	Sole	2026-04-29
2025-12-31	$2,305,318	7,386	-3.7%	Shares	Sole	2026-01-23
2025-09-30	$2,165,139	7,671	-1.3%	Shares	Sole	2025-10-16
2025-06-30	$2,252,283	7,774	-4.9%	Shares	Sole	2025-08-05
2025-03-31	$2,469,372	8,177	-2.3%	Shares	Sole	2025-05-06
2024-12-31	$2,311,525	8,366	+8.1%	Shares	Sole	2025-01-14
2024-09-30	$2,232,426	7,741	+0.7%	Shares	Sole	2024-10-18
2024-06-30	$1,961,820	7,691	-0.9%	Shares	Sole	2024-07-29
2024-03-31	$2,011,107	7,761	-70.4%	Shares	Sole	2024-05-22
2023-12-31	$5,918,262	26,187	+323.5%	Shares	Sole	2024-02-12
2023-09-30	$1,287,385	6,184	-1.0%	Shares	Sole	2023-11-08
2023-06-30	$1,202,344	6,244	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$1,221,974	6,293	+2.4%	Shares	Sole	2023-05-10
2022-12-31	$1,356,248	6,148	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.