CHUBB LIMITED

Ticker: CB CUSIP: H1467J104 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 1,737 Value ($000) $521 Avg Close $292.40 Range $265.30 - $315.08
Q3 2025
Shares 1,706 Value ($000) $489 Avg Close $275.21 Range $264.10 - $290.50
Q2 2025
Shares 1,705 Value ($000) $477 Avg Close $286.98 Range $265.85 - $305.88
Q1 2025
Shares 1,702 Value ($000) $482 Avg Close $276.25 Range $250.52 - $302.63
Q4 2024
Shares 1,440 Value ($000) $371 Avg Close $281.36 Range $268.84 - $299.10
Q3 2024
Shares 1,382 Value ($000) $405 Avg Close $270.79 Range $248.18 - $290.38
Q2 2024
Shares 1,446 Value ($000) $371 Avg Close $252.75 Range $234.95 - $270.92
Q1 2024
Shares 1,415 Value ($000) $347 Avg Close $241.21 Range $218.50 - $255.85
Q4 2023
Shares 1,379 Value ($000) $317 Avg Close $213.74 Range $199.39 - $225.03
Q3 2023
Shares 1,399 Value ($000) $295 Avg Close $196.80 Range $181.43 - $211.07
Q2 2023
Shares 1,398 Value ($000) $269 Avg Close $189.85 Range $178.70 - $199.19
Q1 2023
Shares 1,131 Value ($000) $229 Avg Close $202.74 Range $177.58 - $223.04