CB — Chubb Limited

Ownership history in WEIK CAPITAL MANAGEMENT  ·  11 quarters on record

This page tracks every 13F SEC filing in which WEIK CAPITAL MANAGEMENT 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
0.17% (2025 Q1)
Avg. % of fund
0.15%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,395 — 0% 0.15% $394K $281.42
2025 Q2 UNCHANGED 1,395 — 0% 0.16% $404K $288.87
2025 Q1 REDUCED 1,395 -50 -3.5% 0.17% $421K $300.09
2024 Q4 UNCHANGED 1,445 — 0% 0.16% $399K $273.70
2024 Q3 UNCHANGED 1,445 — 0% 0.17% $417K $284.73
2024 Q2 UNCHANGED 1,445 — 0% 0.16% $369K $251.05
2024 Q1 UNCHANGED 1,445 — 0% 0.16% $374K $254.15
2023 Q4 UNCHANGED 1,445 — 0% 0.15% $327K $220.93
2023 Q3 UNCHANGED 1,445 — 0% 0.15% $301K $202.73
2023 Q2 ADDED 1,445 +255 +21.4% 0.13% $278K $186.75
1 older quarter 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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