CHUBB LIMITED

Ticker: CB CUSIP: H1467J104 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 786 Value ($000) $245 Avg Close $292.40 Range $265.30 - $315.08
Q3 2025
Shares 787 Value ($000) $222 Avg Close $275.21 Range $264.10 - $290.50
Q2 2025
Shares 935 Value ($000) $271 Avg Close $286.98 Range $265.85 - $305.88
Q1 2025
Shares 935 Value ($000) $282 Avg Close $276.25 Range $250.52 - $302.63
Q4 2024
Shares 947 Value ($000) $262 Avg Close $281.36 Range $268.84 - $299.10
Q3 2024
Shares 1,098 Value ($000) $317 Avg Close $270.79 Range $248.18 - $290.38
Q2 2024
Shares 646 Value ($000) $165 Avg Close $252.75 Range $234.95 - $270.92
Q1 2024
Shares 646 Value ($000) $167 Avg Close $241.21 Range $218.50 - $255.85
Q4 2023
Shares 645 Value ($000) $146 Avg Close $213.74 Range $199.39 - $225.03
Q3 2023
Shares 606 Value ($000) $126 Avg Close $196.80 Range $181.43 - $211.07
Q2 2023
Shares 605 Value ($000) $117 Avg Close $189.85 Range $178.70 - $199.19
Q1 2023
Shares 723 Value ($000) $140 Avg Close $202.74 Range $177.58 - $223.04
Q4 2022
Shares 655 Value ($000) $144 Avg Close $199.93 Range $174.03 - $215.02
Q3 2022
Shares 382 Value ($000) $69 Avg Close $181.71 Range $166.88 - $193.84
Q2 2022
Shares 382 Value ($000) $75 Avg Close $196.27 Range $176.99 - $208.02
Q1 2022
Shares 425 Value ($000) $91 Avg Close $192.91 Range $178.15 - $208.52
Q4 2021
Shares 425 Value ($000) $82 Avg Close $177.58 Range $162.44 - $187.51
Q4 2020
Shares 14 Value ($000) $2 Avg Close $130.07 Range $105.89 - $144.19
Q4 2019
Shares 56 Value ($000) $8,717 Avg Close $138.44 Range $133.22 - $146.88