CB CHUBB LIMITED

Ownership history in AlTi Global, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which AlTi Global, Inc. reported a position in CHUBB LIMITED (CB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,045 +71 +3.6% 0.01% $579K $281.42
2025 Q2 ADDED 1,974 +16 +0.8% 0.01% $573K $288.87
2025 Q1 REDUCED 1,958 -5 -0.3% 0.02% $593K $300.09
2024 Q4 ADDED 1,963 +7 +0.4% 0.01% $544K $273.70
2024 Q3 ADDED 1,956 +899 +85.1% 0.01% $566K $284.73
2024 Q2 REDUCED 1,057 -247 -18.9% 0.01% $271K $251.05
2024 Q1 INITIATED 1,304 0.01% $339K
% of Fund (quarterly)    CB price (monthly, adj. close)
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