Chubb Limited
US ˙ NYSE ˙ CH0044328745

SecurityCB / Chubb Limited
InstitutionAries Wealth Management
Latest Disclosed Ownership7,422 shares
Latest Disclosed Value $ 2,419,052
Aries Wealth Management ownership in CB / Chubb Limited

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 7,422 shares of Chubb Limited (US:CB) valued at $2,419,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 7,422 shares of Chubb Limited. This represents a change in shares of 0.00% during the quarter. The current value of the position is $2,321,230 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CHUBB LTD SWITZ COM H1467J104 7,422 0 0.00 2,419 4.45 0.5319
2026-01-30 2025-12-31 13F CHUBB COM H1467J104 7,422 -17 -0.23 2,317 10.34 0.5129
2025-11-10 2025-09-30 13F CHUBB COM H1467J104 7,439 0 0.00 2,100 -2.60 0.4968
2025-07-28 2025-06-30 13F CHUBB COM H1467J104 7,439 -10 -0.13 2,155 -4.18 0.5632
2025-04-17 2025-03-31 13F CHUBB COM H1467J104 7,449 261 3.63 2,250 13.24 0.6108
2025-01-30 2024-12-31 13F CHUBB COM H1467J104 7,188 0 0.00 1,986 -4.15 0.5468
2024-10-31 2024-09-30 13F CHUBB COM H1467J104 7,188 -30 -0.42 2,073 12.55 0.5698
2024-07-25 2024-06-30 13F CHUBB COM H1467J104 7,218 -29 -0.40 1,841 -1.92 0.5801
2024-05-03 2024-03-31 13F CHUBB COM H1467J104 7,247 -91 -1.24 1,878 13.21 0.6052
2024-01-10 2023-12-31 13F CHUBB COM H1467J104 7,338 -11 -0.15 1,658 5.47 0.5914
2023-10-19 2023-09-30 13F CHUBB COM H1467J104 7,349 132 1.83 1,573 13.17 0.6156
2023-07-14 2023-06-30 13F CHUBB COM H1467J104 7,217 -5 -0.07 1,390 -0.93 0.5388
2023-04-11 2023-03-31 13F CHUBB COM H1467J104 7,222 -110 -1.50 1,402 -13.30 0.5751
2023-01-19 2022-12-31 13F CHUBB COM H1467J104 7,332 -30 -0.41 1,617 2.21 0.6972
2022-11-02 2022-09-30 13F CHUBB COM H1467J104 7,362 295 4.17 1,582 13.89 0.7002
2022-07-27 2022-06-30 13F CHUBB COM H1467J104 7,067 7,067 1,389 0.6307
2022-04-23 2022-03-31 13F CHUBB COM H1467J104 0 -7,364 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 CHUBB COM H1467J104 7,364 -220 -2.90 1,424 8.21 0.5426
2022-01-18 2021-12-31 13F CHUBB COM H1467J104 51,548 43,964 9,965 0.5454
2021-10-13 2021-09-30 13F CHUBB COM H1467J104 7,584 60 0.80 1,316 10.03 0.5567
2021-07-14 2021-06-30 13F CHUBB COM H1467J104 7,524 -100 -1.31 1,196 -4.40 0.5116
2021-04-20 2021-03-31 13F CHUBB COM H1467J104 7,624 532 7.50 1,251 13.52 0.5620
2021-01-22 2020-12-31 13F CHUBB COM H1467J104 7,092 0 0.00 1,102 33.74 0.5506
2020-10-14 2020-09-30 13F CHUBB COM H1467J104 7,092 -90 -1.25 824 -9.35 0.4677
2020-07-09 2020-06-30 13F CHUBB COM H1467J104 7,182 -195 -2.64 909 16.39 0.5549
2020-04-09 2020-03-31 13F CHUBB COM H1467J104 7,377 62 0.85 781 -32.03 0.5954
2020-01-13 2019-12-31 13F CHUBB COM H1467J104 7,315 0 0.00 1,149 1.23 0.7014
2019-10-22 2019-09-30 13F CHUBB COM H1467J104 7,315 67 0.92 1,135 4.70 0.7549
2019-07-15 2019-06-30 13F CHUBB COM H1467J104 7,248 -59 -0.81 1,084 5.86 0.7578
2019-04-09 2019-03-31 13F CHUBB COM H1467J104 7,307 1,958 36.60 1,024 48.19 0.7656
2019-01-15 2018-12-31 13F CHUBB COM H1467J104 5,349 16 0.30 691 -3.09 0.7328
2018-11-14 2018-09-30 13F CHUBB COM H1467J104 5,333 0 0.00 713 -4.30 0.6402
2018-08-07 2018-06-30 13F CHUBB COM H1467J104 5,333 0 0.00 745 3.33 0.6887
2018-04-17 2018-03-31 13F CHUBB COM H1467J104 5,333 0 0.00 721 -8.73 0.6985
2018-02-05 2017-12-31 13F CHUBB COM H1467J104 5,333 5,333 790 0.7275
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.