CB CHUBB CORP COM

Ownership history in DAVIS R M INC  ·  79 quarters on record

AI Ownership Summary

DAVIS R M INC reported CHUBB CORP COM (CB) in 79 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.5% in 2025 Q1. The latest visible filing shows CB at 1.33% 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 DAVIS R M INC'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
2025 Q4

CB was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.5% 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 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 DAVIS R M INC 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)
2025 Q4 REDUCED 247,925 -1,559 -0.6% 1.33% $77.4M 2026-02-14 (Est.) $323.99
2025 Q3 ADDED 249,484 +1,859 +0.8% 1.23% $70.4M 2025-11-12 $294.06
2025 Q2 REDUCED 247,625 -337 -0.1% 1.33% $71.7M 2025-08-07 $268.52
2025 Q1 ADDED 247,962 +2,559 +1.0% 1.50% $74.9M 2025-05-08 $287.15
2024 Q4 ADDED 245,403 +1,087 +0.4% 1.32% $67.8M 2025-02-07 $267.61
2024 Q3 REDUCED 244,316 -6,312 -2.5% 1.36% $70.5M 2024-11-13 $279.78
2024 Q2 REDUCED 250,628 -5,644 -2.2% 1.30% $63.9M 2024-08-09 $265.99
2024 Q1 REDUCED 256,272 -491 -0.2% 1.39% $66.4M 2024-05-10 $249.94
2023 Q4 REDUCED 256,763 -6,899 -2.6% 1.34% $58.0M 2024-02-09 $241.66
2023 Q3 REDUCED 263,662 -6,504 -2.4% 1.38% $54.9M 2023-11-14 $213.80
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DAVIS R M INC and CB

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

How long has DAVIS R M INC reported owning CB?

DAVIS R M INC reported CB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CB position in DAVIS R M INC's portfolio?

The largest reported portfolio weight for CB was 1.50% in 2025 Q1.

What is the latest reported CB position on this page?

The most recent filing on this page is 2025 Q4, when DAVIS R M INC reported 247,925 shares, equal to 1.33% of portfolio, with an estimated market value of $77.4M.

What does the chart on this CB ownership page compare?

The chart compares DAVIS R M INC'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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