Stillwater Wealth Management Group CB — CHUBB LIMITED

Ownership history in Stillwater Wealth Management Group  ·  4 quarters on record

AI Ownership Summary

Stillwater Wealth Management Group reported CHUBB LIMITED (CB) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.35% in 2026 Q1. The latest visible filing shows CB at 1.35% 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 Stillwater Wealth Management Group'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 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% 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
2025 Q1 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.

CB stock page Stillwater Wealth Management Group fund profile Stillwater Wealth Management Group full holdings
How Stillwater Wealth Management Group 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,704 +963 +16.8% 1.35% $2.2M 2026-05-11 $320.26
2025 Q4 ADDED — — — 5,741 +89 +1.6% 1.22% $1.8M 2026-01-27 $300.58
2025 Q3 ADDED — — — 5,652 +1,521 +36.8% 1.12% $1.6M 2025-12-02 $293.63
2025 Q1 INITIATED — — — 4,131 — — 1.02% $1.1M 2025-05-01 $281.51

🏢 Other funds also holding CB

As of 2026 Q1 — sorted by position size

MYCIO WEALTH PARTNERS, LLC 3Y 7Y 61.74% Talaria Asset Management Pty Ltd 14.69% Oldfield Partners LLP 3Y 7Y 14.63% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 13.81% UNIO CAPITAL LLC 3Y 7Y 11.79% PERSONAL CFO SOLUTIONS, LLC 3Y 8.82% Troy Asset Management Ltd 3Y 7Y 8.51% PhiloSmith Capital Corp 3Y 8.09% Fogel Capital Management, Inc. 7.39% GQG Partners LLC 3Y 7Y 6.42%

FAQ About Stillwater Wealth Management Group and CB

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

How long has Stillwater Wealth Management Group reported owning CB?

Stillwater Wealth Management Group reported CB across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CB position in Stillwater Wealth Management Group's portfolio?

The largest reported portfolio weight for CB was 1.35% in 2026 Q1.

What is the latest reported CB position on this page?

The most recent filing on this page is 2026 Q1, when Stillwater Wealth Management Group reported 6,704 shares, equal to 1.35% of portfolio, with an estimated market value of $2.2M.

What does the chart on this CB ownership page compare?

The chart compares Stillwater Wealth Management Group'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.

How well did Stillwater Wealth Management Group time their CB position?

Based on 13F filing dates vs. subsequent CB price moves, Stillwater Wealth Management Group correctly timed 3 out of 3 reported position changes (100%).

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