CB β€” CHUBB LIMITED

Ownership history in Crescent Sterling, Ltd.  Β·  7 quarters on record

AI Ownership Summary

Crescent Sterling, Ltd. reported CHUBB LIMITED (CB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows CB at 0.80% 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 Crescent Sterling, 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
2026 Q1

CB was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q1

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 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 Crescent Sterling, Ltd. held CB β€” position size vs. price
% of Fund (quarterly)    CB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,535 +93 +3.8% 0.80% $826K 2026-04-07 $327.40
2025 Q4 ADDED 2,442 +55 +2.3% 0.78% $762K 2026-01-07 $305.73
2025 Q3 ADDED 2,387 +323 +15.6% 0.71% $674K 2025-10-15 $277.49
2025 Q2 ADDED 2,064 +678 +48.9% 0.67% $598K 2025-08-04 $266.95
2025 Q1 ADDED 1,386 +388 +38.9% 0.43% $419K 2025-04-15 $283.01
2024 Q4 ADDED 998 +140 +16.3% 0.28% $276K 2025-01-13 $259.29
2024 Q3 INITIATED 858 β€” β€” 0.24% $247K 2024-10-15 $283.75

FAQ About Crescent Sterling, 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 Crescent Sterling, Ltd. reported owning CB?

Crescent Sterling, Ltd. reported CB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CB position in Crescent Sterling, Ltd.'s portfolio?

The largest reported portfolio weight for CB was 0.80% in 2026 Q1.

What is the latest reported CB position on this page?

The most recent filing on this page is 2026 Q1, when Crescent Sterling, Ltd. reported 2,535 shares, equal to 0.80% of portfolio, with an estimated market value of $826K.

What does the chart on this CB ownership page compare?

The chart compares Crescent Sterling, 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.

← Back to Crescent Sterling, Ltd. Holdings