David Rolfe's CB Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 68,039 shares of Chubb Limited (CB) worth $23.18 M, representing 4.79% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, David Rolfe has maintained this position in CB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 14,153 shares. Largest reduction occurred in Q1 2026, reducing 2,640 shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's Chubb Limited (CB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Chubb Limited (CB) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +14,153 | Add 26.26% | 68,039 | $340.74 |
| Q1 2026 | -2,640 | Reduce 4.67% | 53,886 | $325.93 |
| Q4 2025 | +56,526 | New Buy | 56,526 | $312.12 |
David Rolfe's Chubb Limited Investment FAQs
David Rolfe first purchased Chubb Limited (CB) in Q4 2025, acquiring 56,526 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held Chubb Limited (CB) for 3 quarters since Q4 2025.
David Rolfe's largest addition to Chubb Limited (CB) was in Q4 2025, adding 56,526 shares worth $17.64 M.
According to the latest 13F filing for Q2 2026, David Rolfe's firm, Wedgewood Partners INC, owns 68,039 shares of Chubb Limited (CB), valued at approximately $23.18 M.
As of the Q2 2026 filing, Chubb Limited (CB) represents approximately 4.79% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in Chubb Limited (CB) was 68,039 shares, as reported at the end of Q2 2026.