Chubb (CB) EVP Juan Luis Ortega reports tax-withholding share disposition

Rhea-AI Filing Summary

Chubb Ltd executive Juan Luis Ortega reported a small share disposition related to taxes. On February 26, 2026, 166 common shares were withheld at $337.92 per share to cover a tax liability, as indicated by the filing’s footnote. This was coded as a tax-withholding disposition rather than an open-market sale. After this transaction, Ortega’s direct holdings totaled 34,698.93 Chubb common shares.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Ortega Juan Luis

(Last) (First) (Middle)

THE CHUBB BUILDING

17 WOODBOURNE AVENUE

(Street)

HAMILTON D0 HM 08

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Chubb Ltd [ CB ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Executive Vice President*

3. Date of Earliest Transaction (Month/Day/Year)
02/26/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Shares	02/26/2026		F		166(1)	D	$337.92	34,698.93	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Common Shares withheld to pay tax liability.

Remarks:

* Chubb Group and President, North America Insurance

	/s/ Samantha Froud, Attorney-in-Fact	03/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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FAQ

What did Chubb (CB) executive Juan Luis Ortega report in this Form 4?

Juan Luis Ortega reported a tax-related share disposition involving 166 Chubb common shares. The shares were withheld to satisfy a tax liability, rather than sold in the open market, and he continued to hold 34,698.93 shares afterward.

How many Chubb (CB) shares were involved in Juan Luis Ortega’s tax withholding?

The Form 4 shows 166 Chubb common shares were withheld. These shares were used to cover a tax liability at a price of $337.92 per share, as part of a tax-withholding disposition rather than a standard market transaction.

At what price were the Chubb (CB) shares valued for Ortega’s tax-withholding transaction?

The shares in Juan Luis Ortega’s tax-withholding disposition were valued at $337.92 per Chubb common share. This valuation was used solely to calculate the tax-withholding amount for 166 shares, according to the Form 4 disclosure and its transaction details.

Was Juan Luis Ortega’s Chubb (CB) Form 4 transaction an open-market sale?

No, the transaction was not an open-market sale. The filing labels it as a tax-withholding disposition, and the footnote explains that common shares were withheld to pay a tax liability, rather than being sold through regular market trading.

How many Chubb (CB) shares does Juan Luis Ortega hold after this Form 4 transaction?

After the tax-withholding disposition, Juan Luis Ortega directly held 34,698.93 Chubb common shares. This post-transaction holding figure is reported in the Form 4 and reflects his remaining direct ownership following the 166-share tax withholding.

What does transaction code F mean in Juan Luis Ortega’s Chubb (CB) Form 4?

Transaction code F denotes a tax-withholding disposition. In this case, it indicates that 166 Chubb common shares were withheld to pay a tax liability, rather than being voluntarily bought or sold on the open market by Juan Luis Ortega.