CB β€” Chubb Limited

Ownership history in Beutel, Goodman & Co Ltd.  Β·  6 quarters on record

AI Ownership Summary

Beutel, Goodman & Co Ltd. reported Chubb Limited (CB) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.84% in 2025 Q4. The latest visible filing shows CB at 2.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beutel, Goodman & Co Ltd.'s position in Chubb Limited, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CB was reported at 2.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.84% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beutel, Goodman & Co Ltd. held CB β€” position size vs. price
% of Fund (quarterly)    CB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,481,216 +29,078 +2.0% 2.84% $462.3M 2026-02-14 (Est.) $323.99
2025 Q3 ADDED 1,452,138 +112,711 +8.4% 2.47% $409.9M 2025-11-14 $294.62
2025 Q2 ADDED 1,339,427 +58,526 +4.6% 2.21% $388.1M 2025-08-13 $274.23
2025 Q1 ADDED 1,280,901 +273,103 +27.1% 2.22% $386.8M 2025-05-12 $287.83
2024 Q4 ADDED 1,007,798 +1,007,698 +1007698.0% 1.51% $278.5M 2025-02-12 $262.57
2024 Q3 INITIATED 100 β€” β€” 0.00% $28K 2024-11-13 $279.78

FAQ About Beutel, Goodman & Co Ltd. and CB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beutel, Goodman & Co Ltd. reported owning CB?

Beutel, Goodman & Co Ltd. reported CB across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported CB position in Beutel, Goodman & Co Ltd.'s portfolio?

The largest reported portfolio weight for CB was 2.84% in 2025 Q4.

What is the latest reported CB position on this page?

The most recent filing on this page is 2025 Q4, when Beutel, Goodman & Co Ltd. reported 1,481,216 shares, equal to 2.84% of portfolio, with an estimated market value of $462.3M.

What does the chart on this CB ownership page compare?

The chart compares Beutel, Goodman & Co Ltd.'s quarterly CB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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