Ownership history in PERSONAL CFO SOLUTIONS, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, LLC reported a position in CHUBB LIMITED (CB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 193,025 | -126 | -0.1% | 9.57% | $60.2M | $311.20 |
| 2025 Q3 | REDUCED | 193,151 | -111 | -0.1% | 9.57% | $54.5M | $281.42 |
| 2025 Q2 | REDUCED | 193,262 | -293 | -0.2% | 10.36% | $56.0M | $288.87 |
| 2025 Q1 | REDUCED | 193,555 | -198 | -0.1% | 11.87% | $58.5M | $300.09 |
| 2024 Q4 | REDUCED | 193,753 | -42 | -0.0% | 10.53% | $53.5M | $273.70 |
| 2024 Q3 | ADDED | 193,795 | +999 | +0.5% | 7.81% | $55.9M | $284.73 |
| 2024 Q2 | ADDED | 192,796 | +23,557 | +13.9% | 7.56% | $49.2M | $251.05 |
| 2024 Q1 | REDUCED | 169,239 | -638 | -0.4% | 6.84% | $43.9M | $254.15 |
| 2023 Q4 | REDUCED | 169,877 | -1,299 | -0.8% | 6.65% | $38.4M | $220.93 |
| 2023 Q3 | ADDED | 171,176 | +113,326 | +195.9% | 7.04% | $35.6M | $202.73 |
As of 2025 Q4 — sorted by position size