Chubb Limited
US ˙ NYSE ˙ CH0044328745

SecurityCB / Chubb Limited
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership1,593 shares
Latest Disclosed Value $ 519,206
Pinnacle Wealth Planning Services, Inc. reports 1.01% increase in ownership of CB / Chubb Limited

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 1,593 shares of Chubb Limited (US:CB) valued at $519,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,577 shares of Chubb Limited. This represents a change in shares of 1.01% during the quarter. The current value of the position is $498,211 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)
2026-05-11 2026-03-31 13F CHUBB LTD SWITZ COM H1467J104 1,593 16 1.01 519 5.49 0.0536
2026-02-13 2025-12-31 13F CHUBB COM H1467J104 1,577 -252 -13.78 492 -4.65 0.0514
2025-11-13 2025-09-30 13F CHUBB LTD F COM H1467J104 1,829 41 2.29 516 -0.39 0.0605
2025-08-11 2025-06-30 13F CHUBB LTD F COM H1467J104 1,788 -20 -1.11 518 -4.95 0.0681
2025-05-15 2025-03-31 13F CHUBB LTD F COM H1467J104 1,808 31 1.74 546 11.22 0.0821
2025-02-27 2024-12-31 13F/A-1 CHUBB LTD F COM H1467J104 1,777 -1,167 -39.64 491 -42.29 0.0738
2025-02-06 2024-12-31 13F CHUBB LTD F COM H1467J104 1,777 -1,167 491 0.0685
2024-11-13 2024-09-30 13F CHUBB LIMITED COM Stock H1467J104 2,944 -30 -1.01 849 12.01 0.1153
2024-08-09 2024-06-30 13F CHUBB LIMITED COM Stock H1467J104 2,974 -25 -0.83 759 -2.45 0.1084
2024-05-10 2024-03-31 13F CHUBB LIMITED COM Stock H1467J104 2,999 31 1.04 777 15.97 0.1139
2024-02-08 2023-12-31 13F CHUBB LIMITED COM Stock H1467J104 2,968 107 3.74 671 12.61 0.1054
2023-11-08 2023-09-30 13F CHUBB LIMITED COM Stock H1467J104 2,861 155 5.73 596 14.20 0.0982
2023-08-07 2023-06-30 13F CHUBB LIMITED COM Stock H1467J104 2,706 33 1.23 521 0.39 0.0842
2023-05-03 2023-03-31 13F CHUBB LIMITED COM Stock H1467J104 2,673 5 0.19 519 -11.73 0.0863
2023-02-13 2022-12-31 13F CHUBB LIMITED COM Stock H1467J104 2,668 904 51.25 589 83.18 0.1046
2022-11-09 2022-09-30 13F CHUBB LIMITED COM Stock H1467J104 1,764 231 15.07 321 6.64 0.0593
2022-08-03 2022-06-30 13F CHUBB LIMITED COM Stock H1467J104 1,533 -76 -4.72 301 -12.50 0.0541
2022-04-20 2022-03-31 13F CHUBB LIMITED COM Stock H1467J104 1,609 138 9.38 344 21.13 0.0627
2022-01-21 2021-12-31 13F CHUBB LIMITED COM Stock H1467J104 1,471 135 10.10 284 22.41 0.0555
2021-10-29 2021-09-30 13F CHUBB LIMITED COM Stock H1467J104 1,336 -3 -0.22 232 8.92 0.0513
2021-08-02 2021-06-30 13F CHUBB LIMITED COM Stock H1467J104 1,339 -87 -6.10 213 -5.33 0.0495
2021-04-29 2021-03-31 13F CHUBB LIMITED COM Stock H1467J104 1,426 74 5.47 225 8.17 0.0577
2021-02-12 2020-12-31 13F CHUBB LIMITED COM Stock H1467J104 1,352 1,352 208 0.0497
2020-07-27 2020-06-30 13F CHUBB LIMITED COM Stock H1467J104 0 -3,133 -100.00 0 -100.00
2020-05-11 2020-03-31 13F CHUBB LIMITED COM Stock H1467J104 3,133 -96 -2.97 349 -30.48 0.1657
2020-02-07 2019-12-31 13F CHUBB LIMITED COM Stock H1467J104 3,229 361 12.59 502 8.42 0.2361
2019-10-31 2019-09-30 13F CHUBB LIMITED COM Stock H1467J104 2,868 490 20.61 463 32.29 0.2521
2019-08-06 2019-06-30 13F CHUBB LIMITED COM Stock H1467J104 2,378 89 3.89 350 9.38 0.2112
2019-05-08 2019-03-31 13F CHUBB LIMITED COM Stock H1467J104 2,289 -160 -6.53 320 1.27 0.2148
2019-03-01 2018-12-31 13F CHUBB LIMITED COM Stock H1467J104 2,449 2,449 316 0.2022
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.