CB — Chubb Limited

Ownership history in SlateStone Wealth, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which SlateStone Wealth, LLC reported a position in Chubb Limited (CB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.34% (2025 Q1)
Avg. % of fund
0.58%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 45,542 +703 +1.6% 1.19% $14.2M $311.20
2025 Q3 ADDED 44,839 +214 +0.5% 1.10% $12.7M $281.42
2025 Q2 ADDED 44,625 +358 +0.8% 1.21% $12.9M $288.87
2025 Q1 REDUCED 44,267 -333 -0.7% 1.34% $13.4M $300.09
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CB price (monthly, adj. close)

Other funds also holding CB

As of 2025 Q4 — sorted by position size

MYCIO WEALTH PARTNERS, LLC 3Y 7Y 63.5% Oldfield Partners LLP 3Y 7Y 15.62% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 14.68% Talaria Asset Management Pty Ltd 13.35% UNIO CAPITAL LLC 3Y 7Y 11.8% PERSONAL CFO SOLUTIONS, LLC 3Y 9.57% PhiloSmith Capital Corp 3Y 7.47% Fogel Capital Management, Inc. 7.08% GQG Partners LLC 3Y 7Y 6.42% Troy Asset Management Ltd 3Y 7Y 6.37%
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