CHUBB LIMITED

Ticker: CB CUSIP: H1467J104 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 739 Value ($000) $231 Avg Close $292.40 Range $265.30 - $315.08
Q3 2025
Shares 388 Value ($000) $110 Avg Close $275.21 Range $264.10 - $290.50
Q2 2025
Shares 82 Value ($000) $24 Avg Close $286.98 Range $265.85 - $305.88
Q1 2025
Shares 48 Value ($000) $14 Avg Close $276.25 Range $250.52 - $302.63
Q4 2024
Shares 28 Value ($000) $8 Avg Close $281.36 Range $268.84 - $299.10
Q2 2024
Shares 100 Value ($000) $26 Avg Close $252.75 Range $234.95 - $270.92
Q1 2024
Shares 100 Value ($000) $26 Avg Close $241.21 Range $218.50 - $255.85
Q4 2023
Shares 21 Value ($000) $5 Avg Close $213.74 Range $199.39 - $225.03
Q1 2023
Shares 11 Value ($000) $2 Avg Close $202.74 Range $177.58 - $223.04