Here’s Wedgewood Partners’ Investment Thesis for Chubb Limited (CB)

2 hours ago 1

Soumya Eswaran

Mon, January 19, 2026 astatine 8:53 AM CST 4 min read

Wedgewood Partners, an concern absorption company, released its fourth-quarter 2025 capitalist letter. The steadfast anticipates stronger marketplace volatility successful the coming years and has moderated its enthusiasm. A transcript of the missive tin beryllium downloaded here. The Wedgewood Composite returned -1.8% (net) successful the 4th fourth compared to the S&P 500’s 2.7%, the Russell 1000 Growth Index’s 1.1%, and the Russell 1000 Value Index’s 3.8% returns. YTD, the Composite gained 4.3% compared to 17.9%, 18.6%, and 15.9% returns for the indexes, respectively. Wedgewood Partners’ absorption connected high-quality stocks has historically worked since 1992, but not successful 2025. The missive highlighted mediocre banal selection, the portfolio’s beardown past performers owed for valuation correction, and being structurally underweight successful AI stocks drove the underperformance. The missive noted that successful 2026, crowded AI investments and stretched valuations make unit connected prudent concern decisions. In addition, you tin cheque the Fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Wedgewood Partners highlighted stocks specified arsenic Chubb Limited (NYSE:CB). Chubb Limited (NYSE:CB) is simply a starring security provider. On January 16, 2026, Chubb Limited (NYSE:CB) banal closed astatine $300.77 per share. One-month instrumentality of Chubb Limited (NYSE:CB) was -3.27%, and its shares gained 11.61% of their worth implicit the past 52 weeks. Chubb Limited (NYSE:CB) has a marketplace capitalization of $119.914 billion.

Wedgewood Partners stated the pursuing regarding Chubb Limited (NYSE:CB) successful its 4th fourth 2025 capitalist letter:

"We initiated a caller presumption during the 4th successful Chubb Limited (NYSE:CB), agelong a planetary person successful the spot and casualty security industry. As you whitethorn know, Wedgewood has been somewhat antithetic implicit clip for a “growth” manager successful holding positions crossed exceptional insurance-related industries, astir notably arsenic a 20-year shareholder successful Berkshire Hathaway and, much recently, Progressive.