Chubb Limited
US ˙ NYSE ˙ CH0044328745

SecurityCB / Chubb Limited
InstitutionPeterson Wealth Services
Latest Disclosed Ownership11,665 shares
Latest Disclosed Value $ 3,802,031
Peterson Wealth Services reports 3.71% increase in ownership of CB / Chubb Limited

On April 30, 2026 - Peterson Wealth Services filed a 13F-HR form disclosing ownership of 11,665 shares of Chubb Limited (US:CB) valued at $3,801,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,248 shares of Chubb Limited. This represents a change in shares of 3.71% during the quarter. The current value of the position is $3,648,229 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)
2026-04-30 2026-03-31 13F CHUBB LIMITED SWITZ COM H1467J104 11,665 417 3.71 3,802 8.32 0.9394
2026-02-12 2025-12-31 13F CHUBB LIMITED COM H1467J104 11,248 9,314 481.59 3,511 10.24 0.8977
2025-11-04 2025-09-30 13F CHUBB LIMITED COM H1467J104 1,934 -9,357 -82.87 3,185 -2.66 0.7859
2025-07-31 2025-06-30 13F CHUBB LIMITED COM H1467J104 11,291 247 2.24 3,271 -1.92 0.8962
2025-05-05 2025-03-31 13F CHUBB LIMITED COM H1467J104 11,044 965 9.57 3,335 19.79 1.0332
2025-01-29 2024-12-31 13F CHUBB LIMITED COM H1467J104 10,079 544 5.71 2,785 1.27 0.8361
2024-11-07 2024-09-30 13F CHUBB LIMITED COM H1467J104 9,535 581 6.49 2,750 20.36 0.8783
2024-07-30 2024-06-30 13F CHUBB COM H1467J104 8,954 251 2.88 2,284 1.29 0.7982
2024-05-01 2024-03-31 13F CHUBB COM H1467J104 8,703 428 5.17 2,255 20.59 0.8213
2024-01-31 2023-12-31 13F CHUBB COM H1467J104 8,275 8,275 1,870 0.8018
2023-11-14 2023-09-30 13F CHUBB COM H1467J104 0 -5,566 -100.00 0 -100.00
2023-07-13 2023-06-30 13F CHUBB COM H1467J104 5,566 117 2.15 1,072 1.23 0.5145
2023-04-06 2023-03-31 13F CHUBB COM H1467J104 5,449 803 17.28 1,058 3.32 0.5445
2023-01-20 2022-12-31 13F CHUBB COM H1467J104 4,646 456 10.88 1,025 34.38 0.5870
2022-11-09 2022-09-30 13F CHUBB COM H1467J104 4,190 1,163 38.42 762 28.07 0.5402
2022-07-11 2022-06-30 13F CHUBB COM H1467J104 3,027 446 17.28 595 7.79 0.4289
2022-04-18 2022-03-31 13F CHUBB COM H1467J104 2,581 543 26.64 552 40.10 0.3394
2022-01-31 2021-12-31 13F CHUBB COM H1467J104 2,038 2,038 394 0.2613
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.