CB CHUBB CORP

Ownership history in WELCH & FORBES LLC  ·  103 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported CHUBB CORP (CB) in 103 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.6% in 2025 Q1. The latest visible filing shows CB at 1.49% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELCH & FORBES LLC's position in CHUBB CORP, 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 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% 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
2023 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.

How WELCH & FORBES LLC held CB — position size vs. price
% of Fund (quarterly)    CB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 393,955 -4,485 -1.1% 1.49% $123.0M 2026-02-14 (Est.) $323.99
2025 Q3 REDUCED 398,440 -2,928 -0.7% 1.35% $112.5M 2025-11-04 $284.81
2025 Q2 REDUCED 401,368 -2,991 -0.7% 1.45% $116.3M 2025-08-05 $266.89
2025 Q1 REDUCED 404,359 -1,506 -0.4% 1.60% $122.1M 2025-05-02 $285.50
2024 Q4 REDUCED 405,865 -2,137 -0.5% 1.44% $112.1M 2025-02-07 $267.61
2024 Q3 REDUCED 408,002 -1,537 -0.4% 1.50% $117.7M 2024-11-04 $272.58
2024 Q2 REDUCED 409,539 -4,417 -1.1% 1.39% $103.9M 2024-08-02 $267.03
2024 Q1 REDUCED 413,956 -1,872 -0.5% 1.47% $107.3M 2024-05-03 $243.77
2023 Q4 REDUCED 415,828 -1,096 -0.3% 1.42% $94.0M 2024-02-06 $242.11
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES 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 WELCH & FORBES LLC reported owning CB?

WELCH & FORBES LLC reported CB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CB position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for CB was 1.60% in 2025 Q1.

What is the latest reported CB position on this page?

The most recent filing on this page is 2025 Q4, when WELCH & FORBES LLC reported 393,955 shares, equal to 1.49% of portfolio, with an estimated market value of $123.0M.

What does the chart on this CB ownership page compare?

The chart compares WELCH & FORBES 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.

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