Tortoise Investment Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-77
| Closed | -$21.7K | – | 418 |
|
|
2025
Q3 | $21.7K | Sell |
77
-2
| -3% | -$550 | ﹤0.01% | 507 |
|
|
2025
Q2 | $22.9K | Buy |
79
+18
| +30% | +$5.18K | ﹤0.01% | 485 |
|
|
2025
Q1 | $18.4K | Sell |
61
-256
| -81% | -$71.1K | ﹤0.01% | 518 |
|
|
2024
Q4 | $87.6K | Buy |
317
+49
| +18% | +$13.9K | 0.01% | 329 |
|
|
2024
Q3 | $77.3K | Buy |
268
+85
| +46% | +$23.3K | 0.01% | 344 |
|
|
2024
Q2 | $46.7K | Buy |
183
+83
| +83% | +$21.3K | 0.01% | 397 |
|
|
2024
Q1 | $25.9K | Sell |
100
-5
| -5% | -$1.23K | ﹤0.01% | 475 |
|
|
2023
Q4 | $23.7K | Sell |
105
-8
| -7% | -$1.75K | ﹤0.01% | 462 |
|
|
2023
Q3 | $23.5K | Buy |
113
+1
| +0.9% | +$202 | ﹤0.01% | 448 |
|
|
2023
Q2 | $21.6K | Buy |
112
+4
| +4% | +$784 | ﹤0.01% | 455 |
|
|
2023
Q1 | $21K | Sell |
108
-292
| -73% | -$61.4K | ﹤0.01% | 452 |
|
|
2022
Q4 | $88.2K | Buy |
400
+50
| +14% | +$10.4K | 0.02% | 271 |
|
|
2022
Q3 | $64K | Sell |
350
-45
| -11% | -$8.54K | 0.01% | 286 |
|
|
2022
Q2 | $78K | Buy |
395
+46
| +13% | +$9.48K | 0.02% | 248 |
|
|
2022
Q1 | $75K | Hold |
349
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $67K | Buy |
349
+43
| +14% | +$8.08K | 0.01% | 264 |
|
|
2021
Q3 | $53K | Hold |
306
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $49K | Hold |
306
| – | – | 0.01% | 280 |
|
|
2021
Q1 | $48K | Hold |
306
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $47K | Buy |
306
+60
| +24% | +$8.41K | 0.01% | 247 |
|
|
2020
Q3 | $29K | Hold |
246
| – | – | 0.01% | 272 |
|
|
2020
Q2 | $31K | Hold |
246
| – | – | 0.01% | 258 |
|
|
2020
Q1 | $27K | Sell |
246
-50
| -17% | -$7.17K | 0.01% | 267 |
|
|
2019
Q4 | $46K | Hold |
296
| – | – | 0.01% | 249 |
|
|
2019
Q3 | $48K | Hold |
296
| – | – | 0.01% | 242 |
|
|
2019
Q2 | $44K | Hold |
296
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $41K | Hold |
296
| – | – | 0.01% | 262 |
|
|
2018
Q4 | $38K | Hold |
296
| – | – | 0.01% | 260 |
|
|
2018
Q3 | $40K | Hold |
296
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $38K | Hold |
296
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $40K | Hold |
296
| – | – | 0.01% | 262 |
|
|
2017
Q4 | $43K | Buy |
296
+50
| +20% | +$7.47K | 0.01% | 258 |
|
|
2017
Q3 | $35K | Hold |
246
| – | – | 0.01% | 256 |
|
|
2017
Q2 | $36K | Sell |
246
-27
| -10% | -$3.8K | 0.01% | 246 |
|
|
2017
Q1 | $37K | Hold |
273
| – | – | 0.01% | 224 |
|
|
2016
Q4 | $36K | Buy |
273
+6
| +2% | +$765 | 0.01% | 224 |
|
|
2016
Q3 | $34K | Sell |
267
-22
| -8% | -$2.79K | 0.01% | 219 |
|
|
2016
Q2 | $38K | Buy |
289
+43
| +17% | +$5.3K | 0.01% | 217 |
|
|
2016
Q1 | $29K | Buy |
+246
| New | +$28.3K | 0.01% | 229 |
|
Other funds holding CB
Tortoise Investment Management's CB Position: Q4 2025 in Review
Tortoise Investment Management sold out of Chubb (CB) in Q4 2025, closing a stake of 77 shares — an estimated $21.7K sold.
Tortoise Investment Management first reported a position in CB in Q1 2016 and held it in 39 quarters. The position peaked at $88.2K in Q4 2022. 2,052 funds tracked by Wall St. Rank hold CB as of Q4 2025.
- Tortoise Investment Management reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 77 Chubb shares in Q4 2025, an estimated $21.7K.
- Tortoise Investment Management first reported a position in Chubb in Q1 2016 and held it in 39 quarters.
- Tortoise Investment Management's Chubb position peaked at $88.2K in Q4 2022.
- 2,052 funds tracked by Wall St. Rank held Chubb as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.