CHUBB LIMITED

Ticker: CB CUSIP: H1467J104 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 7,464 Value ($000) $2,330 Avg Close $292.40 Range $265.30 - $315.08
Q3 2025
Shares 7,494 Value ($000) $2,115 Avg Close $275.21 Range $264.10 - $290.50
Q2 2025
Shares 7,490 Value ($000) $2,170 Avg Close $286.98 Range $265.85 - $305.88
Q1 2025
Shares 6,775 Value ($000) $2,046 Avg Close $276.25 Range $250.52 - $302.63
Q4 2024
Shares 6,788 Value ($000) $1,876 Avg Close $281.36 Range $268.84 - $299.10
Q3 2024
Shares 4,561 Value ($000) $1,315 Avg Close $270.79 Range $248.18 - $290.38
Q2 2024
Shares 4,561 Value ($000) $1,163 Avg Close $252.75 Range $234.95 - $270.92
Q1 2024
Shares 4,558 Value ($000) $1,181 Avg Close $241.21 Range $218.50 - $255.85
Q4 2023
Shares 4,808 Value ($000) $1,087 Avg Close $213.74 Range $199.39 - $225.03
Q3 2023
Shares 4,808 Value ($000) $1,001 Avg Close $196.80 Range $181.43 - $211.07
Q2 2023
Shares 4,858 Value ($000) $935 Avg Close $189.85 Range $178.70 - $199.19
Q1 2023
Shares 4,848 Value ($000) $941 Avg Close $202.74 Range $177.58 - $223.04
Q4 2022
Shares 4,822 Value ($000) $1,064 Avg Close $199.93 Range $174.03 - $215.02
Q3 2022
Shares 4,822 Value ($000) $877 Avg Close $181.71 Range $166.88 - $193.84
Q2 2022
Shares 5,049 Value ($000) $993 Avg Close $196.27 Range $176.99 - $208.02
Q1 2022
Shares 4,781 Value ($000) $1,022 Avg Close $192.91 Range $178.15 - $208.52
Q4 2021
Shares 4,148 Value ($000) $802 Avg Close $177.58 Range $162.44 - $187.51