Chubb Limited
US ˙ NYSE ˙ CH0044328745

SecurityCB / Chubb Limited
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership82 shares
Latest Disclosed Value $ 26,729
Crewe Advisors LLC reports 9.89% decrease in ownership of CB / Chubb Limited

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 82 shares of Chubb Limited (US:CB) valued at $26,726 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 91 shares of Chubb Limited. This represents a change in shares of -9.89% during the quarter. The current value of the position is $25,646 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)
2026-05-07 2026-03-31 13F CHUBB LTD SWITZ COM H1467J104 82 -9 -9.89 27 -7.14 0.0023
2026-01-16 2025-12-31 13F CHUBB COM H1467J104 91 1 1.11 28 12.00 0.0025
2025-11-13 2025-09-30 13F CHUBB COM H1467J104 90 0 0.00 25 -3.85 0.0024
2025-07-30 2025-06-30 13F CHUBB COM H1467J104 90 -25 -21.74 26 -23.53 0.0037
2025-04-23 2025-03-31 13F CHUBB COM H1467J104 115 5 4.55 35 13.33 0.0049
2025-01-27 2024-12-31 13F CHUBB COM H1467J104 110 -146 -57.03 30 -58.90 0.0042
2024-11-12 2024-09-30 13F CHUBB COM H1467J104 256 5 1.99 74 14.06 0.0086
2024-07-29 2024-06-30 13F CHUBB COM H1467J104 251 -13 -4.92 64 -5.88 0.0072
2024-05-14 2024-03-31 13F CHUBB COM H1467J104 264 264 68 0.0080
2023-11-09 2023-09-30 13F CHUBB COM H1467J104 0 -25 -100.00 0 -100.00
2023-07-28 2023-06-30 13F CHUBB COM H1467J104 25 -325 -92.86 5 -94.03 0.0007
2023-05-12 2023-03-31 13F CHUBB COM H1467J104 350 25 7.69 68 -5.63 0.0099
2023-02-08 2022-12-31 13F CHUBB COM H1467J104 325 135 71.05 72 102.86 0.0114
2022-11-14 2022-09-30 13F CHUBB COM H1467J104 190 27 16.56 35 9.38 0.0063
2022-08-02 2022-06-30 13F CHUBB COM H1467J104 163 163 32 0.0071
2021-10-29 2021-09-30 13F CHUBB COM H1467J104 0 -26 -100.00 0 -100.00
2021-08-11 2021-06-30 13F CHUBB COM H1467J104 26 -27 -50.94 4 -50.00 0.0010
2021-04-21 2021-03-31 13F CHUBB COM H1467J104 53 0 0.00 8 0.00 0.0020
2021-01-27 2020-12-31 13F CHUBB COM H1467J104 53 -46 -46.46 8 -27.27 0.0032
2020-10-13 2020-09-30 13F CHUBB COM H1467J104 99 99 11 0.0052
2020-05-07 2020-03-31 13F CHUBB COM H1467J104 0 -73 -100.00 0 -100.00
2020-02-05 2019-12-31 13F CHUBB COM H1467J104 73 73 11 0.0048
2019-11-05 2019-09-30 13F CHUBB COM H1467J104 0 -13 -100.00 0 -100.00
2019-08-09 2019-06-30 13F CHUBB COM H1467J104 13 -200 -93.90 2 -93.33 0.0007
2019-05-10 2019-03-31 13F CHUBB COM H1467J104 213 13 6.50 30 15.38 0.0094
2019-02-05 2018-12-31 13F CHUBB COM H1467J104 200 0 0.00 26 -3.70 0.0082
2018-11-13 2018-09-30 13F CHUBB COM H1467J104 200 -280 -58.33 27 -57.14 0.0228
2018-08-07 2018-06-30 13F CHUBB COM H1467J104 480 280 140.00 63 133.33 0.0585
2018-05-07 2018-03-31 13F CHUBB COM H1467J104 200 0 0.00 27 -6.90 0.0265
2018-02-09 2017-12-31 13F CHUBB COM H1467J104 200 200 29 0.0284
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.