Forum Financial Management, LP

Position in CB — Chubb Ltd

CIK 1911832 LOMBARD, IL

Position in CB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$717,257

+$19,767 QoQ

Shares Held

2,105

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,217

of 2,131 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $3,726,437 across 3 Insurance - Property & Casualty names. CB ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	10,796	$2,568,800
2	CB	Chubb Ltd This page	2,105	$717,257
3	TRV	Travelers Companies, Inc.	1,334	$440,380

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$717,257	2,105	-1.6%	Shares	Sole	2026-07-23
2026-03-31	$697,490	2,140	-71.3%	Shares	Sole	2026-04-23
2025-12-31	$2,329,663	7,464	-0.4%	Shares	Sole	2026-01-27
2025-09-30	$2,115,181	7,494	+0.1%	Shares	Sole	2025-10-24
2025-06-30	$2,170,002	7,490	+10.6%	Shares	Sole	2025-07-30
2025-03-31	$2,045,982	6,775	-0.2%	Shares	Sole	2025-05-02
2024-12-31	$1,875,524	6,788	+48.8%	Shares	Sole	2025-02-20
2024-09-30	$1,315,346	4,561	0.0%	Shares	Sole	2024-10-29
2024-06-30	$1,163,419	4,561	+0.1%	Shares	Sole	2024-07-30
2024-03-31	$1,181,114	4,558	-5.2%	Shares	Sole	2024-05-09
2023-12-31	$1,086,608	4,808	0.0%	Shares	Sole	2024-02-07
2023-09-30	$1,000,929	4,808	-1.0%	Shares	Sole	2023-11-06
2023-06-30	$935,456	4,858	+0.2%	Shares	Sole	2023-07-26
2023-03-31	$941,384	4,848	+0.5%	Shares	Sole	2023-04-19
2022-12-31	$1,063,733	4,822	0.0%	Shares	Sole	2023-01-24
2022-09-30	$877,025	4,822	-4.5%	Shares	Sole	2022-11-07
2022-06-30	$992,532	5,049	+5.6%	Shares	Sole	2022-08-15
2022-03-31	$1,022,655	4,781	+15.3%	Shares	Sole	2022-05-16
2021-12-31	$801,849	4,148	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.