NORTHEAST INVESTMENT MANAGEMENT

Position in CB — Chubb Ltd

CIK 1082215 BOSTON, MA

Position in CB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$600,724

+$687 QoQ

Shares Held

1,763

-4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,296

of 2,131 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NORTHEAST INVESTMENT MANAGEMENT holds $1,199,891 across 2 Insurance - Property & Casualty names. CB ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	1,763	$600,724
2	TRV	Travelers Companies, Inc.	1,815	$599,167

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,724	1,763	-4.2%	Shares	Sole	2026-07-16
2026-03-31	$600,037	1,841	-25.5%	Shares	Sole	2026-04-21
2025-12-31	$771,248	2,471	-0.7%	Shares	Sole	2026-02-04
2025-09-30	$702,520	2,489	-16.1%	Shares	Sole	2025-11-07
2025-06-30	$859,309	2,966	-3.7%	Shares	Sole	2025-07-29
2025-03-31	$930,431	3,081	-19.1%	Shares	Sole	2025-04-15
2024-12-31	$1,052,703	3,810	0.0%	Shares	Sole	2025-01-28
2024-09-30	$1,098,765	3,810	+5.9%	Shares	Sole	2024-10-29
2024-06-30	$918,032	3,599	+6.0%	Shares	Sole	2024-07-26
2024-03-31	$879,487	3,394	-3.6%	Shares	Sole	2024-05-01
2023-12-31	$795,972	3,522	0.0%	Shares	Sole	2024-02-09
2023-09-30	$733,209	3,522	+118.8%	Shares	Sole	2023-11-08
2021-03-31	$254,331	1,610	0.0%	Shares	Sole	2021-05-11
2020-12-31	$247,811	1,610	-1.8%	Shares	Sole	2021-02-10
2020-06-30	$207,656	1,640	-13.0%	Shares	Sole	2020-08-11
2020-03-31	$210,423	1,884	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.