Ownership history in Talbot Financial, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Talbot Financial, 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 β sourced directly from SEC EDGAR 13F filings.
π Talbot Financial, LLC outperformed the S&P 500 by +0.0% annually on this CB position. Timing score: 56% (5/9 decisions correct). Average cost basis: $271.27. Maximum drawdown during holding period: β6.2%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
9 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $186.75 (2023 Q2) Β· Worst: $311.20 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 1 trim. Bought during 5 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.77% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size