Back to CB
Philip James Wealth Mangement, LLC → CB
Philip James Wealth Mangement, LLC CB Position History
Chubb Limited • Insurance
Quarters held
4
Latest value
$36M
Q3 2026
Peak value
$36M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $20M |
| Q1 2026 | $29.8M |
| Q2 2026 | $35.5M |
| Q3 2026 | $36M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36M | 110.7K | — | — |
| Q2 2026 | $35.5M | 104.3K | — | — |
| Q1 2026 | $29.8M | 91.3K | — | — |
| Q4 2025 | $20M | 64.2K | — | — |
Other funds holding CB
$11.7B
$11.2B
$10.7B
$10.5B
$10.1B
$9.3B