Vermillion & White Wealth Management Group, LLC CB CHUBB LTD F

Ownership history in Vermillion & White Wealth Management Group, LLC  ·  4 quarters on record

AI Ownership Summary

Vermillion & White Wealth Management Group, LLC reported CHUBB LTD F (CB) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.28% in 2025 Q1. The latest visible filing shows CB at 0.21% 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 Vermillion & White Wealth Management Group, LLC's position in CHUBB LTD F, 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 Q3

CB was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% 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 Q4 to 2025 Q3

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 Vermillion & White Wealth Management Group, LLC 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)
2025 Q3 UNCHANGED 1,324 0% 0.21% $374K 2025-11-26 $297.02
2025 Q2 ADDED 1,324 +48 +3.8% 0.25% $384K 2025-08-13 $274.23
2025 Q1 ADDED 1,276 +379 +42.3% 0.28% $385K 2025-05-15 $290.21
2024 Q4 INITIATED 897 0.18% $248K 2025-02-14 $262.03

FAQ About Vermillion & White Wealth Management Group, LLC and CB

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

How long has Vermillion & White Wealth Management Group, LLC reported owning CB?

Vermillion & White Wealth Management Group, LLC reported CB across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CB position in Vermillion & White Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for CB was 0.28% in 2025 Q1.

What is the latest reported CB position on this page?

The most recent filing on this page is 2025 Q3, when Vermillion & White Wealth Management Group, LLC reported 1,324 shares, equal to 0.21% of portfolio, with an estimated market value of $374K.

What does the chart on this CB ownership page compare?

The chart compares Vermillion & White Wealth Management Group, LLC'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 Vermillion & White Wealth Management Group, LLC time their CB position?

Based on 13F filing dates vs. subsequent CB price moves, Vermillion & White Wealth Management Group, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CB relative to SPY over the holding period was +1.0%.

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