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Ray Dalio’s CB Holdings & Trades

First Buy
Q3 2017
Duration Held
25 Quarters
Largest Add
Q1 2025
+272,434 Shares
Current Position
56,583 Shares
$17.66 M Value

Ray Dalio's CB Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 56,583 shares of Chubb Limited (CB) worth $17.66 M, representing 0.06% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 25 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 272,434 shares. Largest reduction occurred in Q2 2025, reducing 257,774 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -10,499 Reduce 15.65% 56,583 $312.12
Q3 2025 +52,422 Add 357.59% 67,082 $282.25
Q2 2025 -257,774 Reduce 94.62% 14,660 $289.72
Q1 2025 +272,434 New Buy 272,434 $301.99
Q4 2024 -23,845 Sold Out 0 $0.00
Q3 2024 -69,567 Reduce 74.47% 23,845 $288.39
Q2 2024 -4,138 Reduce 4.24% 93,412 $255.08
Q1 2024 +11,261 Add 13.05% 97,550 $259.13
Q4 2023 +86,289 New Buy 86,289 $226.00
Q3 2023 -42,480 Sold Out 0 $0.00
Q2 2023 -45,704 Reduce 51.83% 42,480 $192.56
Q1 2023 -97,198 Reduce 52.43% 88,184 $194.18
Q4 2022 -77,902 Reduce 29.59% 185,382 $220.60
Q3 2022 +144,932 Add 122.46% 263,284 $181.88
Q2 2022 -117,685 Reduce 49.86% 118,352 $196.58
Q1 2022 +181,295 Add 331.18% 236,037 $213.90
Q4 2021 +54,742 New Buy 54,742 $193.31
Q2 2020 -19,732 Sold Out 0 $0.00
Q1 2020 +19,732 New Buy 19,732 $111.70
Q4 2018 -6,058 Sold Out 0 $0.00
Q3 2018 -31,602 Reduce 83.91% 6,058 $133.71
Q2 2018 -2,101 Reduce 5.28% 37,660 $127.03
Q1 2018 +10,830 Add 37.43% 39,761 $136.77
Q4 2017 +22,459 Add 347.02% 28,931 $146.14
Q3 2017 +6,472 New Buy 6,472 $142.61

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 25 quarters since Q3 2017.

Ray Dalio's largest addition to Chubb Limited (CB) was in Q1 2025, adding 272,434 shares worth $82.27 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 56,583 shares of Chubb Limited (CB), valued at approximately $17.66 M.

As of the Q4 2025 filing, Chubb Limited (CB) represents approximately 0.06% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Chubb Limited (CB) was 272,434 shares, as reported at the end of Q1 2025.