Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | Director | May 06, 2026 | May 06, 2026 |
| Chubb LtdCB · Entity 1639 | Vice Chairman, Chubb Group* | May 18, 2022 | May 20, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BROWN & BROWN, INC.
Report date May 06, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 7,787 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 2,434 · Balance 7,787 |
Chubb Ltd
Report date May 18, 2022 · Filed May 20, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 84,039 |
Reported balance
After 2022-05-18 transaction · row 1
1 source rowRow 1 · 2022-05-18 · Tax withholding · Disposed 9,893 · Balance 84,039 F1: Common Shares withheld to pay tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares withheld to pay tax liability.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 22, 2018 Filed Feb 26, 2018 23:04 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 4,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013531 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,760 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. F2 · balance_after: Total includes 171 shares purchased on 06/30/2017 pursuant to the Chubb Limited Employee Stock Purchase Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| December 21, 2017 Filed Jun 11, 2018 19:33 UTC | Chubb Ltd CB · Entity 1639 | PurchaseCommon Shares | 28 | $145.34 | $4,069.45 |
DisclosureSEC source: 0001209191-18-036898 · doc4.xml · nonDerivative · entry 4 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust 1 Disclosed balance after: 61 Read SEC document |
| November 28, 2017 Filed Jun 11, 2018 19:33 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 2 | $150.93 | $301.86 |
DisclosureSEC source: 0001209191-18-036898 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Indirect · By SLAT Disclosed balance after: 65 F2 · shares: The reporting person's indirect sale of 2 shares of common stock on November 28, 2017 may be deemed to be matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended, with 2 of the shares of common stock indirectly purchased by the reporting person on June 23, 2017. The reporting person voluntarily disgorged to Chubb Limited the $11.73 in profits deemed realized from such transactions. F1 · ownership.nature: Spousal lifetime access trust. Read SEC document |
| July 24, 2017 Filed Jun 11, 2018 19:33 UTC | Chubb Ltd CB · Entity 1639 | PurchaseCommon Shares | 4 | $147.12 | $588.48 |
DisclosureSEC source: 0001209191-18-036898 · doc4.xml · nonDerivative · entry 6 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust 2 Disclosed balance after: 7 Read SEC document |
| June 30, 2017 Filed Jun 11, 2018 19:33 UTC | Chubb Ltd CB · Entity 1639 | PurchaseCommon Shares | 33 | $145.19 | $4,791.28 |
DisclosureSEC source: 0001209191-18-036898 · doc4.xml · nonDerivative · entry 3 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust 1 Disclosed balance after: 33 Read SEC document |
| June 30, 2017 Filed Jun 11, 2018 19:33 UTC | Chubb Ltd CB · Entity 1639 | PurchaseCommon Shares | 67 | $145.19 | $9,727.74 |
DisclosureSEC source: 0001209191-18-036898 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Indirect · By SLAT Disclosed balance after: 67 F1 · ownership.nature: Spousal lifetime access trust. Read SEC document |
| June 23, 2017 Filed Jun 11, 2018 19:33 UTC | Chubb Ltd CB · Entity 1639 | PurchaseCommon Shares | 3 | $145.07 | $435.20 |
DisclosureSEC source: 0001209191-18-036898 · doc4.xml · nonDerivative · entry 5 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust 2 Disclosed balance after: 3 F2 · shares: The reporting person's indirect sale of 2 shares of common stock on November 28, 2017 may be deemed to be matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended, with 2 of the shares of common stock indirectly purchased by the reporting person on June 23, 2017. The reporting person voluntarily disgorged to Chubb Limited the $11.73 in profits deemed realized from such transactions. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 14,563 | $141.84 | $2,065,615.92 |
DisclosureSEC source: 0001209191-17-036635 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,863 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $141.70 and $141.99 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:16 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,102 | $138.56 | $152,693.12 |
DisclosureSEC source: 0001209191-17-034179 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,426 F1 · kind: Common Shares being withheld in order to pay tax liability. F2 · balance_after: Total includes 189 shares purchased on 12/30/2016 pursuant to the Chubb Limited Employee Stock Purchase Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 21:03 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionRestricted Stock Units · Derivative | 7,262 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015223 · doc4.xml · derivative · entry 6 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,853 Underlying: Common Shares · 7,262 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Reflects Restricted Stock Units which cliff vested on February 26, 2017. Restricted Stock Units convert into Common Shares on a one-for-one basis. F3 · derivative.expiration_date: Reflects Restricted Stock Units which cliff vested on February 26, 2017. Restricted Stock Units convert into Common Shares on a one-for-one basis. F6 · balance_after: All Restricted Stock Units of this tranche have vested. Total includes Restricted Stock Units from other tranches with different vesting dates, but excludes derivative securities of other types and other tranches, different vesting terms, performance periods and conditions, exercise terms and conditions, and expiration dates, as applicable. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 21:03 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionPerformance Units · Derivative | 21,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015223 · doc4.xml · derivative · entry 5 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,560 Underlying: Common Shares · 21,788 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Reflects Performance Units which cliff vested on February 26, 2017. Performance Units convert into Common Shares on a one-for-one basis. F1 · derivative.expiration_date: Reflects Performance Units which cliff vested on February 26, 2017. Performance Units convert into Common Shares on a one-for-one basis. F5 · balance_after: All Performance Units of this tranche have vested. Total includes Performance Units from other tranches with different vesting dates, but excludes derivative securities of other types and other tranches, different vesting terms, performance periods and conditions, exercise terms and conditions, and expiration dates, as applicable. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 21:03 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 3,719 | $138.55 | $515,248.86 |
DisclosureSEC source: 0001209191-17-015223 · doc4.xml · nonDerivative · entry 4 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,339 F2 · kind: Common Shares being withheld in order to pay tax liability. F4 · balance_after: The reporting person no longer holds an indirect interest. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 21:03 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 7,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015223 · doc4.xml · nonDerivative · entry 3 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,058 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Reflects Restricted Stock Units which cliff vested on February 26, 2017. Restricted Stock Units convert into Common Shares on a one-for-one basis. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 21:03 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 10,768 | $138.55 | $1,491,852.56 |
DisclosureSEC source: 0001209191-17-015223 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,796 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 21:03 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 21,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015223 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,564 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects Performance Units which cliff vested on February 26, 2017. Performance Units convert into Common Shares on a one-for-one basis. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:49 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 17,626 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001209191-17-014809 · doc4.xml · derivative · entry 5 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,626 Underlying: Common Shares · 17,626 shares Expires 2027-02-23 F4 · kind: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F4 · price: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F4 · derivative.exercise_date: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F5 · balance_after: Total excludes derivative securities of other types and other tranches, different vesting terms, performance periods and conditions, exercise terms and conditions, and expiration dates, as applicable. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:49 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014809 · doc4.xml · nonDerivative · entry 3 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,776 F3 · price: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance restricted stock awards described above. Stock vests on the third anniversary of the date of the award, subject to the satisfaction of certain service and performance based criteria. Shares will not be entitled to vote until vested. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:49 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014809 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,621 F2 · price: Restricted stock award pursuant to the Plan. Stock vests on the third anniversary of the date of the award subject to the satisfaction of certain service and performance based criteria. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:49 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014809 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,690 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. Read SEC document |
| March 10, 2016 Filed Jan 20, 2017 14:12 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionDeferred Stock Units · Derivative | 2,471 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004713 · doc4.xml · derivative · entry 4 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,685 Underlying: Common Shares · 2,471 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Reflects Deferred Stock Units. The Reporting Person received one Common Share in settlement for each of the 2,471 Deferred Stock Units that vested on March 10, 2016. The remaining 9,685 Deferred Stock Units are fully vested, with each unit representing a contingent right to receive one Common Share following the Reporting Person's separation from service. F1 · derivative.expiration_date: Reflects Deferred Stock Units. The Reporting Person received one Common Share in settlement for each of the 2,471 Deferred Stock Units that vested on March 10, 2016. The remaining 9,685 Deferred Stock Units are fully vested, with each unit representing a contingent right to receive one Common Share following the Reporting Person's separation from service. F3 · balance_after: Total excludes derivative securities of other types and other tranches, different vesting terms, performance periods and conditions, exercise terms and conditions, and expiration dates, as applicable. Read SEC document |
| March 10, 2016 Filed Jan 20, 2017 14:12 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 945 | $117.77 | $111,287.93 |
DisclosureSEC source: 0001209191-17-004713 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,403 F2 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| March 10, 2016 Filed Jan 20, 2017 14:12 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 2,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004713 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,348 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects Deferred Stock Units. The Reporting Person received one Common Share in settlement for each of the 2,471 Deferred Stock Units that vested on March 10, 2016. The remaining 9,685 Deferred Stock Units are fully vested, with each unit representing a contingent right to receive one Common Share following the Reporting Person's separation from service. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.