SEC 13F Intelligence

Lederer & Associates Investment Counsel/Ca / CB

Lederer & Associates Investment Counsel/Ca’s Chubb Ltd Switz Position

Does Lederer & Associates Investment Counsel/Ca own Chubb Ltd Switz (CB)? Yes7.4K shares worth $3M (+1.65% of its 13F portfolio) as of Q2 2026, down from 7.5K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
7.4K
% of Portfolio
+1.65%
Quarters Held
27
currently held

Position History CB

Reported value by quarter
Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $1MQ2 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2MQ2 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20267.4K$3M+1.65%
Q1 20267.5K$2M+1.73%
Q4 20257.5K$2M+1.57%
Q3 20257.4K$2M+1.36%
Q2 20257.5K$2M+1.45%
Q1 20257.6K$2M+1.67%
Q4 20247.4K$2M+1.44%
Q3 20247.6K$2M+1.55%
Q2 20247.7K$2M+1.43%
Q1 20249.2K$2M+1.65%
Q4 20239.6K$2M+1.61%
Q3 20239.6K$2M+1.59%
Q2 20239.8K$2M+1.42%
Q1 20239.9K$2M+1.48%
Q4 202210.8K$2M+1.95%
Q3 202211.1K$2M+1.70%
Q2 202211.2K$2M+1.69%
Q1 202212.8K$3M+1.68%
Q4 202113.1K$3M+1.47%
Q3 202113.1K$2M+1.46%
Q2 202112.9K$2M+1.37%
Q1 202112.4K$2M+1.38%
Q4 202014.2K$2M+1.67%
Q2 202013.6K$2M+1.61%
Q1 202011.6K$1M+1.47%
Q4 201911.7K$2M+1.58%
Q3 201911.5K$2M+1.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lederer & Associates Investment Counsel/Ca’s full portfolio or all institutional holders of CB.