Ray Dalio’s CB Holdings & Trades

First Buy
Q3 2017
Duration Held
33 Quarters
Largest Add
Q1 2025
+272,434 shares
Current Position
67,082 shares
$18.93 M value

Ray Dalio's CB Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 67.1K shares of Chubb Limited (CB) worth $18.93 M, representing 0.07% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in CB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 248.6K shares. Largest reduction occurred in Q2 2025, reducing 257.8K shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Chubb Limited (CB) Holding Value Over Time

Track share changes against reported price movement

Quarterly Chubb Limited (CB) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2017 +6,472 New Buy 6,472 $142.61
Q4 2017 +22,459 Add 347.02% 28,931 $146.14
Q1 2018 +10,830 Add 37.43% 39,761 $136.77
Q2 2018 -2,101 Reduce 5.28% 37,660 $127.03
Q3 2018 -31,602 Reduce 83.91% 6,058 $133.71
Q4 2018 -6,058 Sold Out 6,058 $0.00
Q1 2020 +19,732 New Buy 19,732 $111.70
Q2 2020 -19,732 Sold Out 19,732 $0.00
Q4 2021 +54,742 New Buy 54,742 $193.31
Q1 2022 +181,295 Add 331.18% 236,037 $213.90
Q2 2022 -117,685 Reduce 49.86% 118,352 $196.58
Q3 2022 +144,932 Add 122.46% 263,284 $181.88
Q4 2022 -77,902 Reduce 29.59% 185,382 $220.60
Q1 2023 -97,198 Reduce 52.43% 88,184 $194.18
Q2 2023 -45,704 Reduce 51.83% 42,480 $192.56
Q3 2023 -42,480 Sold Out 42,480 $0.00
Q4 2023 +86,289 New Buy 86,289 $226.00
Q1 2024 +11,261 Add 13.05% 97,550 $259.13
Q2 2024 -4,138 Reduce 4.24% 93,412 $255.08
Q3 2024 -69,567 Reduce 74.47% 23,845 $288.39
Q4 2024 -23,845 Sold Out 23,845 $0.00
Q1 2025 +272,434 New Buy 272,434 $301.99
Q2 2025 -257,774 Reduce 94.62% 14,660 $289.72
Q3 2025 +52,422 Add 357.59% 67,082 $282.25

Ray Dalio's Chubb Limited Investment FAQs

Ray Dalio first purchased Chubb Limited (CB) in Q3 2017, acquiring 6,472 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Chubb Limited (CB) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to Chubb Limited (CB) was in Q1 2025, adding 272,434 shares worth $82.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 67,082 shares of Chubb Limited (CB), valued at approximately $18.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Chubb Limited (CB) represents approximately 0.07% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's peak holding in Chubb Limited (CB) was 272,434 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.