Chubb Limited
US ˙ NYSE ˙ CH0044328745

SecurityCB / Chubb Limited
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership3,775 shares
Latest Disclosed Value $ 1,230,401
Meridian Wealth Management, LLC reports 13.53% increase in ownership of CB / Chubb Limited

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,775 shares of Chubb Limited (US:CB) valued at $1,230,386 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,325 shares of Chubb Limited. This represents a change in shares of 13.53% during the quarter. The current value of the position is $1,231,669 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)
2026-05-06 2026-03-31 13F CHUBB LTD SWITZ COM H1467J104 3,775 450 13.53 1,230 18.61 0.0424
2026-02-04 2025-12-31 13F CHUBB COM H1467J104 3,325 56 1.71 1,038 12.47 0.0365
2025-11-04 2025-09-30 13F CHUBB COM H1467J104 3,269 -45 -1.36 923 -3.96 0.0354
2025-08-08 2025-06-30 13F CHUBB COM H1467J104 3,314 22 0.67 960 -3.42 0.0410
2025-05-12 2025-03-31 13F CHUBB COM H1467J104 3,292 -216 -6.16 994 2.58 0.0481
2025-02-06 2024-12-31 13F CHUBB COM H1467J104 3,508 -1,533 -30.41 969 -33.31 0.0459
2024-11-12 2024-09-30 13F CHUBB COM H1467J104 5,041 44 0.88 1,454 14.05 0.0715
2024-08-08 2024-06-30 13F CHUBB COM H1467J104 4,997 4,997 1,275 0.1524
2024-04-25 2024-03-31 13F CHUBB COM H1467J104 0 -2,634 -100.00 0 -100.00
2024-02-08 2023-12-31 13F CHUBB COM H1467J104 2,634 427 19.35 595 29.63 0.0380
2023-10-17 2023-09-30 13F CHUBB COM H1467J104 2,207 -26 -1.16 459 6.99 0.0282
2023-08-02 2023-06-30 13F CHUBB COM H1467J104 2,233 0 0.00 430 -0.92 0.0362
2023-05-15 2023-03-31 13F CHUBB COM H1467J104 2,233 -55 -2.40 434 -14.09 0.0378
2023-02-14 2022-12-31 13F CHUBB COM H1467J104 2,288 97 4.43 505 26.63 0.0494
2022-11-14 2022-09-30 13F CHUBB COM H1467J104 2,191 -255 -10.43 398 -17.26 0.0428
2022-08-05 2022-06-30 13F CHUBB COM H1467J104 2,446 327 15.43 481 6.18 0.0393
2022-05-12 2022-03-31 13F CHUBB COM H1467J104 2,119 -42 -1.94 453 8.37 0.0495
2022-01-27 2021-12-31 13F CHUBB COM H1467J104 2,161 441 25.64 418 40.27 0.0446
2021-10-15 2021-09-30 13F CHUBB COM H1467J104 1,720 0 0.00 298 8.76 0.0368
2021-07-22 2021-06-30 13F CHUBB COM H1467J104 1,720 15 0.88 274 1.86 0.0349
2021-05-07 2021-03-31 13F CHUBB COM H1467J104 1,705 107 6.70 269 9.80 0.0392
2021-01-19 2020-12-31 13F CHUBB COM H1467J104 1,598 1,598 245 0.0389
2019-11-08 2019-09-30 13F CHUBB COM H1467J104 0 -189 -100.00 0 -100.00
2019-07-19 2019-06-30 13F CHUBB COM H1467J104 189 189 279 0.0113
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.