Chubb Limited
US ˙ NYSE ˙ CH0044328745

SecurityCB / Chubb Limited
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership127,095 shares
Latest Disclosed Value $ 41,424,015
Mercer Global Advisors Inc /adv reports 26.03% increase in ownership of CB / Chubb Limited

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 127,095 shares of Chubb Limited (US:CB) valued at $41,424,073 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 100,848 shares of Chubb Limited. This represents a change in shares of 26.03% during the quarter. The current value of the position is $41,467,286 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 127,095 26,247 26.03 41,424 27.84 0.0613
2026-02-17 2025-12-31 13F CHUBB COM H1467J104 100,848 19,237 23.57 32,402 40.67 0.0494
2025-11-14 2025-09-30 13F CHUBB COM H1467J104 81,611 8,560 11.72 23,035 8.84 0.0384
2025-08-14 2025-06-30 13F CHUBB COM H1467J104 73,051 -10,962 -13.05 21,164 -16.58 0.0431
2025-05-15 2025-03-31 13F CHUBB COM H1467J104 84,013 5,915 7.57 25,371 17.58 0.0582
2025-02-14 2024-12-31 13F CHUBB COM H1467J104 78,098 -2,379 -2.96 21,578 -8.19 0.0526
2024-11-14 2024-09-30 13F CHUBB COM H1467J104 80,477 29,367 57.46 23,503 80.55 0.0550
2024-08-12 2024-06-30 13F CHUBB COM H1467J104 51,110 -909 -1.75 13,018 100,030.77 0.0355
2024-05-15 2024-03-31 13F CHUBB COM H1467J104 52,019 9,982 23.75 13 44.44 0.0383
2024-02-15 2023-12-31 13F CHUBB COM H1467J104 42,037 1,049 2.56 10 12.50 0.0286
2023-11-15 2023-09-30 13F/A-1 CHUBB COM H1467J104 40,988 -15,132 -26.96 9 -20.00 0.0324
2023-11-14 2023-09-30 13F CHUBB COM H1467J104 40,988 -15,132 9 0.0324
2023-08-14 2023-06-30 13F CHUBB COM H1467J104 56,120 17,642 45.85 11 42.86 0.0429
2023-05-16 2023-03-31 13F CHUBB COM H1467J104 38,478 8,662 29.05 7 16.67 0.0339
2023-02-09 2022-12-31 13F CHUBB COM H1467J104 29,816 10,425 53.76 7 -99.83 0.0329
2022-11-15 2022-09-30 13F CHUBB COM H1467J104 19,391 316 1.66 3,526 -5.97 0.0209
2022-08-10 2022-06-30 13F CHUBB COM H1467J104 19,075 654 3.55 3,750 -4.82 0.0230
2022-05-10 2022-03-31 13F CHUBB COM H1467J104 18,421 8,007 76.89 3,940 95.73 0.0232
2022-02-04 2021-12-31 13F CHUBB COM H1467J104 10,414 1,928 22.72 2,013 36.75 0.0124
2021-11-10 2021-09-30 13F CHUBB COM H1467J104 8,486 -1,430 -14.42 1,472 -6.60 0.0103
2021-08-10 2021-06-30 13F CHUBB COM H1467J104 9,916 -3,704 -27.20 1,576 -26.77 0.0121
2021-08-10 2021-03-31 13F/A-1 CHUBB COM H1467J104 13,620 3,358 32.72 2,152 36.29 0.0196
2021-05-11 2021-03-31 13F CHUBB COM H1467J104 13,190 2,928 2,084 0.0200
2021-02-12 2020-12-31 13F CHUBB COM H1467J104 10,262 -146 -1.40 1,579 30.60 0.0197
2020-12-10 2020-09-30 13F CHUBB LIMITED COM COM H1467J104 10,408 4,356 71.98 1,209 57.83 0.0182
2020-08-10 2020-06-30 13F CHUBB COM H1467J104 6,052 268 4.63 766 18.58 0.0139
2020-05-18 2020-03-31 13F CHUBB COM H1467J104 5,784 -903 -13.50 646 -37.94 0.0142
2020-02-13 2019-12-31 13F CHUBB LIMITED COM COM H1467J104 6,687 -309 -4.42 1,041 -7.79 0.0208
2019-11-12 2019-09-30 13F CHUBB LIMITED COM COM H1467J104 6,996 2,126 43.66 1,129 57.46 0.0266
2019-08-14 2019-06-30 13F CHUBB LIMITED COM COM H1467J104 4,870 817 20.16 717 26.23 0.0190
2019-04-23 2019-03-31 13F/A-1 CHUBB LIMITED COM COM H1467J104 4,053 4,053 568 0.0204
2019-04-12 2019-03-31 13F CHUBB LIMITED COM COM H1467J104 2,444 316 0.0168
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.