New Perspectives, Inc CB CHUBB LIMITED

Ownership history in New Perspectives, Inc  ·  8 quarters on record

AI Ownership Summary

New Perspectives, Inc reported CHUBB LIMITED (CB) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q1. The latest visible filing shows CB at 0.09% 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 New Perspectives, Inc'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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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
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 New Perspectives, Inc held CB — position size vs. price
% of Fund (quarterly)    CB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 762 0% 0.09% $248K 2026-04-21 $329.29
2025 Q4 UNCHANGED 762 0% 0.08% $238K 2026-01-28 $302.76
2025 Q3 UNCHANGED 762 0% 0.10% $215K 2025-10-22 $275.71
2025 Q2 UNCHANGED 762 0% 0.11% $221K 2025-07-17 $274.65
2025 Q1 UNCHANGED 762 0% 0.12% $230K 2025-04-25 $277.36
2024 Q4 UNCHANGED 762 0% 0.11% $211K 2025-01-22 $265.79
2024 Q3 REDUCED 27.7% -4.2% 762 -292 -27.7% 0.12% $220K 2024-10-18 $297.83
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About New Perspectives, 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 New Perspectives, Inc reported owning CB?

New Perspectives, Inc reported CB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CB position in New Perspectives, Inc's portfolio?

The largest reported portfolio weight for CB was 0.12% in 2025 Q1.

What is the latest reported CB position on this page?

The most recent filing on this page is 2026 Q1, when New Perspectives, Inc reported 762 shares, equal to 0.09% of portfolio, with an estimated market value of $248K.

What does the chart on this CB ownership page compare?

The chart compares New Perspectives, 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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