CB CHUBB LIMITED

Ownership history in Boit C F David  ·  18 quarters on record

AI Ownership Summary

Boit C F David reported CHUBB LIMITED (CB) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.45% in 2025 Q1. The latest visible filing shows CB at 2.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boit C F David'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 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.45% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 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 Boit C F David held CB — position size vs. price
% of Fund (quarterly)    CB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 16,165 0% 2.14% $5.0M 2026-02-14 (Est.) $323.99
2025 Q3 UNCHANGED 16,165 0% 2.06% $4.6M 2025-10-28 $274.77
2025 Q2 UNCHANGED 16,165 0% 2.25% $4.7M 2025-07-30 $265.73
2025 Q1 UNCHANGED 16,165 0% 2.45% $4.9M 2025-04-08 $273.26
2024 Q4 UNCHANGED 16,165 0% 1.82% $4.5M 2025-01-24 $264.19
2024 Q3 ADDED 16,165 +800 +5.2% 2.33% $4.7M 2024-10-07 $273.66
2024 Q2 UNCHANGED 15,365 0% 2.04% $3.9M 2024-07-10 $252.27
2024 Q1 UNCHANGED 15,365 0% 2.10% $3.8M 2024-05-02 $245.44
2023 Q4 ADDED 15,365 +1,167 +8.2% 1.97% $3.5M 2024-01-24 $236.16
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David and CB

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

How long has Boit C F David reported owning CB?

Boit C F David reported CB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CB position in Boit C F David's portfolio?

The largest reported portfolio weight for CB was 2.45% in 2025 Q1.

What is the latest reported CB position on this page?

The most recent filing on this page is 2025 Q4, when Boit C F David reported 16,165 shares, equal to 2.14% of portfolio, with an estimated market value of $5.0M.

What does the chart on this CB ownership page compare?

The chart compares Boit C F David'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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