Trust Point Inc. CB — CHUBB LTD

Ownership history in Trust Point Inc.  ·  11 quarters on record

AI Ownership Summary

Trust Point Inc. reported CHUBB LTD (CB) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.46% in 2026 Q2. The latest visible filing shows CB at 0.46% 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 Trust Point Inc.'s position in CHUBB LTD, 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
2026 Q2

CB was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Trust Point Inc. fund profile Trust Point Inc. full holdings
How Trust Point Inc. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 15,953 +14,408 +932.6% 0.46% $5.4M 2026-07-08 $355.09
2026 Q1 REDUCED — — — 1,545 -22 -1.4% 0.04% $504K 2026-04-15 $326.25
2025 Q4 ADDED — — — 1,567 +19 +1.2% 0.04% $489K 2026-01-13 $298.87
2025 Q3 REDUCED 27.9% +11.4% ❌ 1,548 -598 -27.9% 0.04% $437K 2025-10-10 $281.30
2025 Q2 ADDED — — — 2,146 +960 +80.9% 0.06% $622K 2025-07-10 $278.84
2025 Q1 REDUCED 30.5% -3.7% ✅ 1,186 -521 -30.5% 0.03% $358K 2025-04-17 $282.91
2024 Q4 ADDED — — — 1,707 +32 +1.9% 0.03% $472K 2025-01-24 $263.37
2024 Q3 REDUCED — — — 1,675 -87 -4.9% 0.04% $483K 2024-10-17 $297.13
2024 Q2 REDUCED 10.8% +13.4% ❌ 1,762 -214 -10.8% 0.04% $449K 2024-07-24 $255.13
2024 Q1 REDUCED 50.1% -1.3% ✅ 1,976 -1,986 -50.1% 0.04% $512K 2024-04-19 $244.64
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CB

As of 2026 Q2 — sorted by position size

CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.36% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.45% ABNER HERRMAN & BROCK LLC 3Y 7Y 2.05% Victrix Investment Advisors 1.89% Deane Retirement Strategies, Inc. 3Y 7Y 1.66% Roxbury Financial LLC 1.5% Somerset Trust Co 3Y 7Y 1.4% Chesley Taft & Associates LLC 3Y 7Y 1.38% Olstein Capital Management, L.P. 3Y 7Y 1.35% New England Research & Management, Inc. 3Y 7Y 0.95%

FAQ About Trust Point Inc. and CB

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

How long has Trust Point Inc. reported owning CB?

Trust Point Inc. reported CB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CB position in Trust Point Inc.'s portfolio?

The largest reported portfolio weight for CB was 0.46% in 2026 Q2.

What is the latest reported CB position on this page?

The most recent filing on this page is 2026 Q2, when Trust Point Inc. reported 15,953 shares, equal to 0.46% of portfolio, with an estimated market value of $5.4M.

What does the chart on this CB ownership page compare?

The chart compares Trust Point Inc.'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 Trust Point Inc. time their CB position?

Based on 13F filing dates vs. subsequent CB price moves, Trust Point Inc. correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on CB relative to SPY over the holding period was +221.7%.

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