Talaria Asset Management Pty Ltd CB β€” CHUBB LIMITED

Ownership history in Talaria Asset Management Pty Ltd  Β·  5 quarters on record

AI Ownership Summary

Talaria Asset Management Pty Ltd reported CHUBB LIMITED (CB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 13.35% in 2025 Q4. The latest visible filing shows CB at 13.35% 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 Talaria Asset Management Pty 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
2025 Q4

CB was reported at 13.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 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.

CB stock page Talaria Asset Management Pty Ltd fund profile Talaria Asset Management Pty Ltd full holdings
How Talaria Asset Management Pty Ltd held CB β€” position size vs. price
% of Fund (quarterly)    CB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 223,300 β€” 0% 13.35% $69.7M 2026-02-14 (Est.) $323.99
2025 Q3 ADDED β€” β€” β€” 223,300 +164,700 +281.1% 11.34% $63.0M 2025-11-13 $295.35
2025 Q2 UNCHANGED β€” β€” β€” 58,600 β€” 0% 4.01% $17.0M 2025-08-14 $274.93
2025 Q1 ADDED β€” β€” β€” 58,600 +1,400 +2.4% 4.65% $17.7M 2025-05-14 $279.61
2024 Q4 INITIATED β€” β€” β€” 57,200 β€” β€” 4.07% $15.8M 2025-02-27 $279.04

🏒 Other funds also holding CB

As of 2026 Q1 β€” sorted by position size

Nepsis Inc. 3Y 7Y 5.74% Berry Wealth Group, LP 5.5% CACTI ASSET MANAGEMENT LLC 3Y 7Y 5.04% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.25% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 3.16% XXEC, Inc. 3Y 2.73% SCHARF INVESTMENTS, LLC 3Y 7Y 2.72% Orca Wealth Management, LLC 2.71% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 2.55% EVEXIA WEALTH LLC 2.52%

FAQ About Talaria Asset Management Pty 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 Talaria Asset Management Pty Ltd reported owning CB?

Talaria Asset Management Pty Ltd reported CB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CB position in Talaria Asset Management Pty Ltd's portfolio?

The largest reported portfolio weight for CB was 13.35% in 2025 Q4.

What is the latest reported CB position on this page?

The most recent filing on this page is 2025 Q4, when Talaria Asset Management Pty Ltd reported 223,300 shares, equal to 13.35% of portfolio, with an estimated market value of $69.7M.

What does the chart on this CB ownership page compare?

The chart compares Talaria Asset Management Pty 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.

How well did Talaria Asset Management Pty Ltd time their CB position?

Based on 13F filing dates vs. subsequent CB price moves, Talaria Asset Management Pty Ltd correctly timed 2 out of 3 reported position changes (67%).

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