SEC 13F Intelligence

Philip James Wealth Mangement, LLC / CB

Philip James Wealth Mangement, LLC’s Chubb Ltd Switz Position

Does Philip James Wealth Mangement, LLC own Chubb Ltd Switz (CB)? Yes — 91.3K shares worth $30M (+3.42% of its 13F portfolio) as of Q1 2026, up from 64.2K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
91.3K
% of Portfolio
+3.42%
Quarters Held
10
currently held

Position History CB

Reported value by quarter
Q4 ’23: $330,633Q4 ’23Q1 ’24: $236,706Q2 ’24: $224,602Q2 ’24Q3 ’24: $254,527Q4 ’24: $244,345Q4 ’24Q1 ’25: $2MQ2 ’25: $4MQ2 ’25Q3 ’25: $14MQ4 ’25: $20MQ4 ’25Q1 ’26: $30Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.3K$30M+3.42%
Q4 202564.2K$20M+2.32%
Q3 202550.8K$14M+1.67%
Q2 202514.8K$4M+0.55%
Q1 20255.1K$2M+0.19%
Q4 2024884$244,345+0.03%
Q3 2024883$254,527+0.03%
Q2 2024881$224,602+0.15%
Q1 2024913$236,706+0.17%
Q4 20231.5K$330,633+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Philip James Wealth Mangement, LLC’s full portfolio or all institutional holders of CB.