CHUBB LIMITED

Ticker: CB CUSIP: H1467J104 Class: COM

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 806 Value ($000) $252 Avg Close $292.40 Range $265.30 - $315.08
Q3 2025
Shares 781 Value ($000) $220 Avg Close $275.21 Range $264.10 - $290.50
Q2 2025
Shares 781 Value ($000) $226 Avg Close $286.98 Range $265.85 - $305.88
Q1 2025
Shares 783 Value ($000) $236 Avg Close $276.25 Range $250.52 - $302.63
Q4 2024
Shares 745 Value ($000) $206 Avg Close $281.36 Range $268.84 - $299.10
Q3 2024
Shares 782 Value ($000) $226 Avg Close $270.79 Range $248.18 - $290.38
Q2 2024
Shares 851 Value ($000) $217 Avg Close $252.75 Range $234.95 - $270.92
Q2 2023
Shares 1,495 Value ($000) $288 Avg Close $189.85 Range $178.70 - $199.19
Q1 2023
Shares 1,495 Value ($000) $290 Avg Close $202.74 Range $177.58 - $223.04
Q4 2022
Shares 1,495 Value ($000) $330 Avg Close $199.93 Range $174.03 - $215.02
Q3 2022
Shares 1,575 Value ($000) $286 Avg Close $181.71 Range $166.88 - $193.84
Q2 2022
Shares 1,287 Value ($000) $253 Avg Close $196.27 Range $176.99 - $208.02
Q1 2022
Shares 1,450 Value ($000) $310 Avg Close $192.91 Range $178.15 - $208.52
Q4 2021
Shares 1,475 Value ($000) $285 Avg Close $177.58 Range $162.44 - $187.51
Q3 2021
Shares 2,015 Value ($000) $350 Avg Close $165.00 Range $147.84 - $176.73
Q2 2021
Shares 1,475 Value ($000) $234 Avg Close $155.25 Range $146.52 - $165.86
Q3 2018
Shares 849 Value ($000) $113 Avg Close $119.21 Range $111.25 - $124.39
Q1 2018
Shares 1,081 Value ($000) $148 Avg Close $126.19 Range $117.07 - $137.21