CB Chubb Corp COM

Ownership history in Chesley Taft & Associates LLC  ·  55 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported Chubb Corp COM (CB) in 55 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.44% in 2025 Q1. The latest visible filing shows CB at 1.40% 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 Chesley Taft & Associates LLC's position in Chubb Corp COM, 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
2026 Q1

CB was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% 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 2026 Q1

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 Chesley Taft & Associates LLC held CB — position size vs. price
% of Fund (quarterly)    CB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 102,571 +144 +0.1% 1.40% $33.4M 2026-04-13 $329.98
2025 Q4 ADDED 102,427 +7,043 +7.4% 1.26% $32.0M 2026-01-14 $300.12
2025 Q3 REDUCED 95,384 -3,811 -3.8% 1.14% $26.9M 2025-10-08 $286.25
2025 Q2 ADDED 99,195 +529 +0.5% 1.28% $28.7M 2025-07-09 $279.18
2025 Q1 REDUCED 98,666 -615 -0.6% 1.44% $29.8M 2025-04-10 $280.57
2024 Q4 ADDED 99,281 +696 +0.7% 1.27% $27.4M 2025-01-17 $266.94
2024 Q3 ADDED 98,585 +9,875 +11.1% 1.36% $28.4M 2024-10-07 $273.66
2024 Q2 ADDED 88,710 +85,015 +2300.8% 1.13% $22.6M 2024-07-19 $255.77
2024 Q1 UNCHANGED 3,695 0% 0.05% $957K 2024-04-16 $240.50
2023 Q4 UNCHANGED 3,695 0% 0.05% $835K 2024-01-11 $222.60
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Chesley Taft & Associates LLC and CB

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

How long has Chesley Taft & Associates LLC reported owning CB?

Chesley Taft & Associates LLC reported CB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CB position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for CB was 1.44% in 2025 Q1.

What is the latest reported CB position on this page?

The most recent filing on this page is 2026 Q1, when Chesley Taft & Associates LLC reported 102,571 shares, equal to 1.40% of portfolio, with an estimated market value of $33.4M.

What does the chart on this CB ownership page compare?

The chart compares Chesley Taft & Associates LLC'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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