Chubb Limited
US ˙ NYSE ˙ CH0044328745

SecurityCB / Chubb Limited
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership5,332 shares
Latest Disclosed Value $ 1,737,859
IFP Advisors, Inc reports 0.47% increase in ownership of CB / Chubb Limited

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 5,332 shares of Chubb Limited (US:CB) valued at $1,737,859 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,307 shares of Chubb Limited. This represents a change in shares of 0.47% during the quarter. The current value of the position is $1,667,583 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)
2026-04-13 2026-03-31 13F CHUBB LTD SWITZ cs H1467J104 5,332 25 0.47 1,738 4.89 0.0360
2026-02-06 2025-12-31 13F CHUBB cs H1467J104 5,307 683 14.77 1,656 26.90 0.0372
2026-02-06 2025-09-30 13F/A-1 CHUBB cs H1467J104 4,624 653 16.44 1,305 11.73 0.0339
2025-12-02 2025-09-30 13F CHUBB cs H1467J104 4,627 656 1,306 0.0337
2025-07-24 2025-06-30 13F CHUBB cs H1467J104 3,971 339 9.33 1,169 6.47 0.0332
2025-05-05 2025-03-31 13F CHUBB cs H1467J104 3,632 -176 -4.62 1,097 4.28 0.0338
2025-02-04 2024-12-31 13F CHUBB cs H1467J104 3,808 1,965 106.62 1,052 98.12 0.0345
2025-02-04 2024-09-30 13F CHUBB cs H1467J104 1,843 819 79.98 531 103.45 0.0192
2024-07-30 2024-06-30 13F CHUBB cs H1467J104 1,024 266 35.09 261 33.16 0.0104
2024-07-30 2024-03-31 13F CHUBB cs H1467J104 758 9 1.20 197 15.98 0.0086
2024-01-09 2023-12-31 13F CHUBB cs H1467J104 749 -337 -31.03 169 -25.22 0.0080
2023-10-12 2023-09-30 13F CHUBB cs H1467J104 1,086 280 34.74 226 45.81 0.0102
2023-08-14 2023-06-30 13F/A-1 CHUBB cs H1467J104 806 137 20.48 155 78.16 0.0065
2023-08-04 2023-06-30 13F CHUBB cs H1467J104 806 137 105 0.0049
2023-04-18 2023-03-31 13F CHUBB cs H1467J104 669 -2,757 -80.47 88 0.0038
2023-02-07 2022-12-31 13F CHUBB cs H1467J104 3,426 -728 -17.53 0 -100.00 0.0126
2022-11-08 2022-09-30 13F CHUBB cs H1467J104 4,154 639 18.18 552 17.70 0.0144
2022-09-06 2022-06-30 13F/A-1 CHUBB cs H1467J104 3,515 0 0.00 469 0.00 0.0150
2022-09-06 2022-03-31 13F/A-1 CHUBB cs H1467J104 3,515 2,064 142.25 469 65.14 0.0150
2022-08-08 2022-03-31 13F CHUBB LIMITED COM Stock H1467J104 4,656 3,205 648 0.0132
2022-01-12 2021-12-31 13F CHUBB LIMITED COM Stock H1467J104 1,451 -2,077 -58.87 284 -58.05 0.0055
2021-10-06 2021-09-30 13F CHUBB LIMITED COM Stock H1467J104 3,528 1,316 59.49 677 91.78 0.0135
2021-07-13 2021-06-30 13F CHUBB LIMITED COM Stock H1467J104 2,212 -872 -28.27 353 -27.96 0.0073
2021-04-30 2021-03-31 13F CHUBB LIMITED COM Stock H1467J104 3,084 700 29.36 490 32.08 0.0095
2021-01-25 2020-12-31 13F CHUBB LIMITED COM Stock H1467J104 2,384 -500 -17.34 371 10.09 0.0150
2020-10-29 2020-09-30 13F CHUBB LIMITED COM Stock H1467J104 2,884 712 32.78 337 21.66 0.0201
2020-08-05 2020-06-30 13F CHUBB LIMITED COM Stock H1467J104 2,172 -48 -2.16 277 14.46 0.0220
2020-05-12 2020-03-31 13F CHUBB LIMITED COM Stock H1467J104 2,220 29 1.32 242 -30.26 0.0244
2020-01-17 2019-12-31 13F CHUBB LIMITED COM Stock H1467J104 2,191 -772 -26.05 347 -27.10 0.0261
2019-11-07 2019-09-30 13F CHUBB LIMITED COM Stock H1467J104 2,963 2,577 667.62 476 781.48 0.0319
2019-05-15 2019-03-31 13F CHUBB Stock H1467J104 386 -2,146 -84.76 54 -83.33 0.0074
2019-06-03 2018-12-31 13F/A-10 CHUBB LIMITED COM Stock H1467J104 2,532 -628 -19.87 324 -23.22 0.0197
2019-01-23 2018-12-31 13F CHUBB LIMITED COM Stock H1467J104 2,532 -628 324 0.0197
2019-06-03 2018-09-30 13F/A-9 CHUBB LIMITED COM Stock H1467J104 3,160 155 5.16 422 10.47 0.0172
2018-10-25 2018-09-30 13F CHUBB LIMITED COM Stock H1467J104 3,160 155 422 0.0172
2019-06-03 2018-06-30 13F/A-8 CHUBB LIMITED COM Stock H1467J104 3,005 -707 -19.05 382 -29.52 0.0161
2018-08-07 2018-06-30 13F CHUBB LIMITED COM Stock H1467J104 3,005 -118 382
2019-06-03 2018-03-31 13F/A-7 CHUBB LIMITED COM Stock H1467J104 3,712 0 0.00 542 0.00 0.0246
2018-05-09 2018-03-31 13F CHUBB LIMITED COM Stock H1467J104 3,123 -589 427
2019-06-03 2017-12-31 13F/A-6 CHUBB LIMITED COM Stock H1467J104 3,712 261 7.56 542 10.16 0.0246
2018-01-24 2017-12-31 13F CHUBB LIMITED COM Stock H1467J104 3,712 261 542
2017-10-30 2017-09-30 13F CHUBB LIMITED COM Stock H1467J104 3,451 -236 -6.40 492 -8.21 0.0195
2019-06-03 2017-06-30 13F/A-5 CHUBB LIMITED COM Stock H1467J104 3,687 -177 -4.58 536 1.90 0.0227
2017-07-31 2017-06-30 13F CHUBB LIMITED COM Stock H1467J104 3,687 -177 536
2019-06-03 2017-03-31 13F/A-4 CHUBB LIMITED COM Stock H1467J104 3,864 49 1.28 526 4.37 0.0229
2017-04-26 2017-03-31 13F CHUBB LIMITED COM Stock H1467J104 3,864 49 526
2019-06-03 2016-12-31 13F/A-3 CHUBB LIMITED COM Stock H1467J104 3,815 465 13.88 504 19.71 0.0243
2017-02-14 2016-12-31 13F CHUBB LIMITED COM Stock H1467J104 3,815 465 504
2016-11-04 2016-09-30 13F CHUBB LIMITED COM Stock H1467J104 3,350 -689 -17.06 421 -20.27 0.0219
2019-06-03 2016-06-30 13F/A-2 CHUBB LIMITED COM Stock H1467J104 4,039 3,653 946.37 528 877.78 0.0295
2016-08-22 2016-06-30 13F CHUBB LIMITED COM Stock H1467J104 4,039 3,653 528
2019-06-03 2016-03-31 13F/A-1 CHUBB Stock H1467J104 386 -2,654 -87.30 54 -84.79 0.0074
2016-05-02 2016-03-31 13F CHUBB LIMITED COM Stock H1467J104 3,211 2,461 383
2016-02-11 2015-12-31 13F CHUBB LIMITED COM Stock H0023R105 3,040 3,040 355 0.0238
2016-02-11 2015-12-31 13F CHUBB LIMITED COM Stock H1467J104 750 -2,290 99 0.0066
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.