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Joel Greenblatt’s CB Holdings & Trades

First Buy
Q3 2016
Duration Held
36 Quarters
Largest Add
Q1 2020
+31,996 Shares
Current Position
92,750 Shares
$28.95 M Value

Joel Greenblatt's CB Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 92,750 shares of Chubb Limited (CB) worth $28.95 M, representing 0.11% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 36 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 31,996 shares. Largest reduction occurred in Q2 2020, reducing 37,519 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +19,616 Add 26.82% 92,750 $312.12
Q3 2025 +16,030 Add 28.07% 73,134 $282.25
Q2 2025 +8,039 Add 16.38% 57,104 $289.72
Q1 2025 -1,924 Reduce 3.77% 49,065 $301.99
Q4 2024 +10,889 Add 27.15% 50,989 $276.30
Q3 2024 +5,473 Add 15.81% 40,100 $288.39
Q2 2024 +3,616 Add 11.66% 34,627 $255.08
Q1 2024 +6,052 Add 24.25% 31,011 $259.13
Q4 2023 +2,331 Add 10.30% 24,959 $226.00
Q3 2023 -3,635 Reduce 13.84% 22,628 $208.18
Q2 2023 +8,903 Add 51.28% 26,263 $192.56
Q1 2023 +11,893 Add 217.54% 17,360 $194.18
Q4 2022 +673 Add 14.04% 5,467 $220.60
Q3 2022 -7,671 Reduce 61.54% 4,794 $181.89
Q2 2022 +4,112 Add 49.23% 12,465 $196.55
Q1 2022 -2,316 Reduce 21.71% 8,353 $213.94
Q4 2021 +3,152 Add 41.93% 10,669 $193.27
Q3 2021 +5,896 Add 363.73% 7,517 $173.47
Q2 2021 -999 Reduce 38.13% 1,621 $159.16
Q1 2021 +2,620 New Buy 2,620 $158.02
Q3 2020 -15,882 Sold Out 0 $0.00
Q2 2020 -37,519 Reduce 70.26% 15,882 $126.62
Q1 2020 +31,996 Add 149.48% 53,401 $111.68
Q4 2019 +2,062 Add 10.66% 21,405 $155.66
Q3 2019 +3,499 Add 22.08% 19,343 $161.45
Q2 2019 +15,844 New Buy 15,844 $147.31
Q1 2019 -14,639 Sold Out 0 $0.00
Q4 2018 +14,639 New Buy 14,639 $129.18
Q3 2018 -10,746 Sold Out 0 $0.00
Q2 2018 +10,746 New Buy 10,746 $127.02
Q4 2017 -3,753 Sold Out 0 $0.00
Q3 2017 -9,034 Reduce 70.65% 3,753 $142.55
Q2 2017 -13,703 Reduce 51.73% 12,787 $145.38
Q1 2017 +18,844 Add 246.46% 26,490 $136.24
Q4 2016 +5,590 Add 271.89% 7,646 $132.10
Q3 2016 +2,056 New Buy 2,056 $125.49

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 36 quarters since Q3 2016.

Joel Greenblatt's largest addition to Chubb Limited (CB) was in Q1 2020, adding 53,401 shares worth $5.96 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 92,750 shares of Chubb Limited (CB), valued at approximately $28.95 M.

As of the Q4 2025 filing, Chubb Limited (CB) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Chubb Limited (CB) was 92,750 shares, as reported at the end of Q4 2025.