Chubb Limited
US ˙ NYSE ˙ CH0044328745

SecurityCB / Chubb Limited
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership420,570 shares
Latest Disclosed Value $ 137,076,380
Evercore Wealth Management, LLC reports 2.07% decrease in ownership of CB / Chubb Limited

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 420,570 shares of Chubb Limited (US:CB) valued at $137,076,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 429,476 shares of Chubb Limited. This represents a change in shares of -2.07% during the quarter. The current value of the position is $131,533,268 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)
2026-05-15 2026-03-31 13F CHUBB LTD SWITZ COM H1467J104 420,570 -8,906 -2.07 137,076 2.26 1.1628
2026-02-17 2025-12-31 13F CHUBB COM H1467J104 429,476 -7,133 -1.63 134,048 8.78 1.9643
2025-11-14 2025-09-30 13F CHUBB COM H1467J104 436,609 1,160 0.27 123,233 -2.32 1.8083
2025-08-14 2025-06-30 13F CHUBB COM H1467J104 435,449 -8,216 -1.85 126,158 -5.84 1.9615
2025-05-15 2025-03-31 13F CHUBB COM H1467J104 443,665 -10,187 -2.24 133,982 6.84 2.1524
2025-02-14 2024-12-31 13F CHUBB COM H1467J104 453,852 2,921 0.65 125,399 -3.57 1.8783
2024-11-14 2024-09-30 13F CHUBB COM H1467J104 450,931 -5,536 -1.21 130,044 11.69 1.9505
2024-08-14 2024-06-30 13F CHUBB COM H1467J104 456,467 415 0.09 116,436 -1.47 1.8327
2024-05-15 2024-03-31 13F CHUBB COM H1467J104 456,052 3,048 0.67 118,177 15.43 1.8525
2024-02-14 2023-12-31 13F CHUBB COM H1467J104 453,004 2,081 0.46 102,379 9.06 1.7166
2023-11-14 2023-09-30 13F CHUBB COM H1467J104 450,923 3,323 0.74 93,873 8.92 1.7574
2023-08-04 2023-06-30 13F CHUBB COM H1467J104 447,600 3,880 0.87 86,190 0.03 1.5808
2023-05-15 2023-03-31 13F CHUBB COM H1467J104 443,720 -796 -0.18 86,162 -12.13 1.7177
2023-02-14 2022-12-31 13F CHUBB COM H1467J104 444,516 12,392 2.87 98,060 24.77 2.0550
2022-11-14 2022-09-30 13F CHUBB COM H1467J104 432,124 4,167 0.97 78,595 -6.58 1.7729
2022-08-15 2022-06-30 13F CHUBB COM H1467J104 427,957 -4,526 -1.05 84,128 -9.06 1.7737
2022-05-16 2022-03-31 13F CHUBB COM H1467J104 432,483 -7,358 -1.67 92,508 8.80 1.6359
2022-02-14 2021-12-31 13F CHUBB COM H1467J104 439,841 2,432 0.56 85,026 12.05 1.3827
2021-11-15 2021-09-30 13F CHUBB COM H1467J104 437,409 -2,498 -0.57 75,881 8.53 1.3735
2021-08-16 2021-06-30 13F CHUBB COM H1467J104 439,907 2,449 0.56 69,918 1.18 1.2795
2021-05-17 2021-03-31 13F CHUBB COM H1467J104 437,458 7,790 1.81 69,106 4.49 1.3691
2021-02-16 2020-12-31 13F CHUBB COM H1467J104 429,668 1,740 0.41 66,135 33.10 1.4251
2020-11-16 2020-09-30 13F CHUBB COM H1467J104 427,928 2,687 0.63 49,690 -7.71 1.2159
2020-08-13 2020-06-30 13F CHUBB COM H1467J104 425,241 5,809 1.38 53,844 14.94 1.4385
2020-05-14 2020-03-31 13F CHUBB COM H1467J104 419,432 -15,977 -3.67 46,847 -30.88 1.5446
2020-02-13 2019-12-31 13F CHUBB COM H1467J104 435,409 5,770 1.34 67,775 -2.29 1.8254
2019-11-14 2019-09-30 13F CHUBB COM H1467J104 429,639 5,654 1.33 69,361 11.07 2.0347
2019-08-13 2019-06-30 13F CHUBB COM H1467J104 423,985 9,286 2.24 62,449 7.50 1.8968
2019-05-14 2019-03-31 13F CHUBB COM H1467J104 414,699 4,279 1.04 58,092 9.57 1.8710
2019-02-13 2018-12-31 13F CHUBB COM H1467J104 410,420 2,936 0.72 53,018 -2.64 2.0024
2018-11-13 2018-09-30 13F CHUBB COM H1467J104 407,484 -192 -0.05 54,456 5.16 1.7412
2018-08-14 2018-06-30 13F CHUBB COM H1467J104 407,676 20,228 5.22 51,783 -2.28 1.7697
2018-05-14 2018-03-31 13F CHUBB COM H1467J104 387,448 -12,475 -3.12 52,991 -9.32 2.0239
2018-02-13 2017-12-31 13F CHUBB COM H1467J104 399,923 -4,509 -1.11 58,440 1.37 2.1729
2017-11-13 2017-09-30 13F CHUBB COM H1467J104 404,432 -10,046 -2.42 57,652 -4.32 2.2452
2017-08-11 2017-06-30 13F CHUBB COM H1467J104 414,478 -9,017 -2.13 60,256 4.43 2.3270
2017-05-12 2017-03-31 13F CHUBB COM H1467J104 423,495 -2,856 -0.67 57,701 2.43 2.2581
2017-02-08 2016-12-31 13F CHUBB COM H1467J104 426,351 -7,559 -1.74 56,330 3.32 2.3342
2016-11-10 2016-09-30 13F CHUBB COM H1467J104 433,910 2,270 0.53 54,521 -3.37 2.2558
2016-09-20 2016-06-30 13F/A-1 CHUBB COM H1467J104 431,640 1,671 0.39 56,420 10.13 2.4936
2016-08-01 2016-06-30 13F CHUBB COM H1467J104 426,875 55,796
2016-05-02 2016-03-31 13F CHUBB COM H1467J104 429,969 49,774 13.09 51,230 14.82 2.2636
2016-02-16 2015-12-31 13F CHUBB COM 171232101 380,195 368,236 3,079.15 44,617 2,939.31 2.0710
2015-11-16 2015-09-30 13F CHUBB COM 171232101 11,959 -501 -4.02 1,468 23.88 0.0701
2015-11-16 2015-09-30 13F ACE SHS H0023R105 359,028 16,445 37,121 1.7733
2015-08-06 2015-06-30 13F CHUBB COM 171232101 12,460 -2,221 -15.13 1,185 -20.09 0.0535
2015-08-06 2015-06-30 13F ACE SHS H0023R105 342,583 7,128 34,852 1.5728
2015-05-06 2015-03-31 13F CHUBB COM 171232101 14,681 -378 -2.51 1,483 -4.75 0.0681
2015-05-06 2015-03-31 13F ACE SHS H0023R105 335,455 13,868 37,386 1.7163
2015-02-13 2014-12-31 13F CHUBB COM 171232101 15,059 -737 -4.67 1,557 8.43 0.0776
2015-02-13 2014-12-31 13F ACE SHS H0023R105 321,587 1,459 36,917 1.8403
2014-11-13 2014-09-30 13F CHUBB COM 171232101 15,796 -17 -0.11 1,436 -1.51 0.0719
2014-11-13 2014-09-30 13F ACE SHS H0023R105 320,128 9,787 33,539 1.6803
2014-08-14 2014-06-30 13F CHUBB COM 171232101 15,813 -283 -1.76 1,458 1.39 0.0752
2014-08-14 2014-06-30 13F ACE SHS H0023R105 310,341 11,844 32,179 1.6592
2014-05-15 2014-03-31 13F CHUBB COM 171232101 16,096 -1,100 -6.40 1,438 -13.48 0.0806
2014-05-15 2014-03-31 13F ACE SHS H0023R105 298,497 6,738 29,583 1.6589
2014-02-11 2013-12-31 13F CHUBB COM 171232101 17,196 -1,220 -6.62 1,662 1.03 0.0913
2014-02-11 2013-12-31 13F ACE SHS H0023R105 291,759 15,871 30,206 1.6600
2013-11-13 2013-09-30 13F CHUBB COM 171232101 18,416 -8,958 -32.72 1,645 -29.06 0.0942
2013-11-13 2013-09-30 13F ACE SHS H0023R105 275,888 10,514 25,801 1.4779
2013-08-14 2013-06-30 13F CHUBB COM 171232101 27,374 27,374 2,319 0.1312
2013-08-14 2013-06-30 13F ACE SHS H0023R105 265,374 238,000 23,740 1.3436
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.