Ownership history in Phoenix Wealth Advisors · 21 quarters on record
This page tracks every 13F SEC filing in which Phoenix Wealth Advisors 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 | ADDED | 8,467 | +36 | +0.4% | 1.02% | $2.6M | $311.20 |
| 2025 Q3 | REDUCED | 8,431 | -184 | -2.1% | 0.91% | $2.4M | $281.42 |
| 2025 Q2 | REDUCED | 8,615 | -452 | -5.0% | 1.05% | $2.5M | $288.87 |
| 2025 Q1 | REDUCED | 9,067 | -86 | -0.9% | 1.19% | $2.7M | $300.09 |
| 2024 Q4 | REDUCED | 9,153 | -226 | -2.4% | 1.10% | $2.5M | $273.70 |
| 2024 Q3 | REDUCED | 9,379 | -1,889 | -16.8% | 1.26% | $2.7M | $284.73 |
| 2024 Q2 | REDUCED | 11,268 | -899 | -7.4% | 1.44% | $2.9M | $251.05 |
| 2024 Q1 | REDUCED | 12,167 | -273 | -2.2% | 1.92% | $3.2M | $254.15 |
| 2023 Q4 | REDUCED | 12,440 | -722 | -5.5% | 1.97% | $2.8M | $220.93 |
| 2023 Q3 | REDUCED | 13,162 | -415 | -3.1% | 1.61% | $2.7M | $202.73 |
As of 2025 Q4 — sorted by position size