Joel Greenblatt's CB Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 73.1K shares of Chubb Limited (CB) worth $20.64 M, representing 0.09% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 32.0K shares. Largest reduction occurred in Q2 2020, reducing 37.5K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Chubb Limited (CB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Chubb Limited (CB) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2016 | +2,056 | New Buy | 2,056 | $125.49 |
| Q4 2016 | +5,590 | Add 271.89% | 7,646 | $132.10 |
| Q1 2017 | +18,844 | Add 246.46% | 26,490 | $136.24 |
| Q2 2017 | -13,703 | Reduce 51.73% | 12,787 | $145.38 |
| Q3 2017 | -9,034 | Reduce 70.65% | 3,753 | $142.55 |
| Q4 2017 | -3,753 | Sold Out | 3,753 | $0.00 |
| Q2 2018 | +10,746 | New Buy | 10,746 | $127.02 |
| Q3 2018 | -10,746 | Sold Out | 10,746 | $0.00 |
| Q4 2018 | +14,639 | New Buy | 14,639 | $129.18 |
| Q1 2019 | -14,639 | Sold Out | 14,639 | $0.00 |
| Q2 2019 | +15,844 | New Buy | 15,844 | $147.31 |
| Q3 2019 | +3,499 | Add 22.08% | 19,343 | $161.45 |
| Q4 2019 | +2,062 | Add 10.66% | 21,405 | $155.66 |
| Q1 2020 | +31,996 | Add 149.48% | 53,401 | $111.68 |
| Q2 2020 | -37,519 | Reduce 70.26% | 15,882 | $126.62 |
| Q3 2020 | -15,882 | Sold Out | 15,882 | $0.00 |
| Q1 2021 | +2,620 | New Buy | 2,620 | $158.02 |
| Q2 2021 | -999 | Reduce 38.13% | 1,621 | $159.16 |
| Q3 2021 | +5,896 | Add 363.73% | 7,517 | $173.47 |
| Q4 2021 | +3,152 | Add 41.93% | 10,669 | $193.27 |
| Q1 2022 | -2,316 | Reduce 21.71% | 8,353 | $213.94 |
| Q2 2022 | +4,112 | Add 49.23% | 12,465 | $196.55 |
| Q3 2022 | -7,671 | Reduce 61.54% | 4,794 | $181.89 |
| Q4 2022 | +673 | Add 14.04% | 5,467 | $220.60 |
| Q1 2023 | +11,893 | Add 217.54% | 17,360 | $194.18 |
| Q2 2023 | +8,903 | Add 51.28% | 26,263 | $192.56 |
| Q3 2023 | -3,635 | Reduce 13.84% | 22,628 | $208.18 |
| Q4 2023 | +2,331 | Add 10.30% | 24,959 | $226.00 |
| Q1 2024 | +6,052 | Add 24.25% | 31,011 | $259.13 |
| Q2 2024 | +3,616 | Add 11.66% | 34,627 | $255.08 |
| Q3 2024 | +5,473 | Add 15.81% | 40,100 | $288.39 |
| Q4 2024 | +10,889 | Add 27.15% | 50,989 | $276.30 |
| Q1 2025 | -1,924 | Reduce 3.77% | 49,065 | $301.99 |
| Q2 2025 | +8,039 | Add 16.38% | 57,104 | $289.72 |
| Q3 2025 | +16,030 | Add 28.07% | 73,134 | $282.25 |
Joel Greenblatt's Chubb Limited Investment FAQs
Joel Greenblatt first purchased Chubb Limited (CB) in Q3 2016, acquiring 2,056 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Chubb Limited (CB) for 37 quarters since Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Chubb Limited (CB) was in Q1 2020, adding 53,401 shares worth $5.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 73,134 shares of Chubb Limited (CB), valued at approximately $20.64 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 0.09% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Chubb Limited (CB) was 73,134 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.