Bristlecone Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.29M Sell
11,648
-363
-3% -$99.9K 0.27% 71
2025
Q2
$3.48M Sell
12,011
-351
-3% -$101K 0.29% 70
2025
Q1
$3.73M Sell
12,362
-502
-4% -$139K 0.31% 69
2024
Q4
$3.55M Sell
12,864
-70
-0.5% -$19.9K 0.28% 74
2024
Q3
$3.73M Sell
12,934
-71
-0.5% -$19.5K 0.3% 67
2024
Q2
$3.32M Sell
13,005
-1,747
-12% -$449K 0.28% 72
2024
Q1
$3.82M Sell
14,752
-14
-0.1% -$3.44K 0.34% 64
2023
Q4
$3.34M Sell
14,766
-190
-1% -$41.6K 0.34% 64
2023
Q3
$3.11M Buy
14,956
+405
+3% +$81.9K 0.35% 60
2023
Q2
$2.8M Buy
14,551
+178
+1% +$34.9K 0.28% 68
2023
Q1
$2.79M Buy
14,373
+61
+0.4% +$12.8K 0.31% 64
2022
Q4
$3.16M Sell
14,312
-68
-0.5% -$14.1K 0.39% 56
2022
Q3
$2.62M Sell
14,380
-123
-0.8% -$23.4K 0.34% 62
2022
Q2
$2.85M Sell
14,503
-30
-0.2% -$6.18K 0.35% 60
2022
Q1
$3.11M Buy
14,533
+160
+1% +$32.5K 0.38% 59
2021
Q4
$2.78M Sell
14,373
-192
-1% -$36.1K 0.33% 72
2021
Q3
$2.53M Buy
14,565
+30
+0.2% +$5.26K 0.33% 73
2021
Q2
$2.31M Buy
14,535
+546
+4% +$90.5K 0.31% 74
2021
Q1
$2.21M Buy
13,989
+180
+1% +$29K 0.33% 69
2020
Q4
$2.13M Buy
13,809
+160
+1% +$22.4K 0.34% 72
2020
Q3
$1.58M Sell
13,649
-455
-3% -$57.2K 0.29% 78
2020
Q2
$1.79M Buy
14,104
+230
+2% +$26.7K 0.36% 72
2020
Q1
$1.55M Sell
13,874
-1,049
-7% -$150K 0.37% 71
2019
Q4
$2.32M Buy
14,923
+1,769
+13% +$271K 0.47% 65
2019
Q3
$2.12M Sell
13,154
-1,407
-10% -$218K 0.52% 62
2019
Q2
$2.15M Buy
14,561
+1,357
+10% +$196K 0.51% 58
2019
Q1
$1.85M Sell
13,204
-1,090
-8% -$145K 0.52% 58
2018
Q4
$1.85M Sell
14,294
-300
-2% -$38.8K 0.55% 55
2018
Q3
$1.95M Buy
14,594
+6,114
+72% +$827K 0.49% 61
2018
Q2
$1.08M Sell
8,480
-1,230
-13% -$163K 0.36% 69
2018
Q1
$1.33M Sell
9,710
-4,349
-31% -$630K 0.45% 59
2017
Q4
$2.05M Sell
14,059
-260
-2% -$38.8K 0.65% 44
2017
Q3
$2.04M Buy
14,319
+5
+0% +$724 0.66% 44
2017
Q2
$2.08M Sell
14,314
-86
-0.6% -$12.1K 0.71% 43
2017
Q1
$1.96M Sell
14,400
-545
-4% -$73.3K 0.69% 43
2016
Q4
$1.98M Sell
14,945
-195
-1% -$24.9K 0.7% 47
2016
Q3
$1.9M Buy
15,140
+225
+2% +$28.6K 0.69% 47
2016
Q2
$1.95M Buy
14,915
+550
+4% +$67.8K 0.72% 50
2016
Q1
$1.71M Buy
14,365
+9,800
+215% +$1.13M 0.68% 47
2015
Q4
$533K Buy
+4,565
New +$517K 0.23% 105

Other funds holding CB

Bristlecone Advisors's CB Position: Q3 2025 in Review

Bristlecone Advisors reduced its Chubb (CB) stake by 3% in Q3 2025, selling an estimated $99.9K and leaving 11,648 shares worth $3.29M. The position accounts for 0.27% of the portfolio, ranked #71.

Bristlecone Advisors first reported a position in CB in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.82M in Q1 2024. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Bristlecone Advisors held 11,648 shares of Chubb worth $3.29M as of Q3 2025.
  • Bristlecone Advisors sold 363 Chubb shares in Q3 2025, an estimated $99.9K.
  • Chubb made up 0.27% of Bristlecone Advisors's portfolio in Q3 2025, its #71 holding.
  • Bristlecone Advisors first reported a position in Chubb in Q4 2015 and has held it in 40 quarters since.
  • Bristlecone Advisors's Chubb position peaked at $3.82M in Q1 2024.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.