Wedgewood Partners released its Q4 2025 investor letter, anticipating increased market volatility. The firm’s Wedgewood Composite returned -1.8% in Q4, compared to major indexes. The focus on high-quality stocks historically successful since 1992 did not perform well due to poor stock selection and structural underweight in AI stocks.

In the investor letter, Wedgewood Partners highlighted Chubb Limited (NYSE:CB), a leading insurance provider. On Jan 16, 2026, Chubb Limited (NYSE:CB) stock closed at $300.77 per share. With a one-month return of -3.27% and a market cap of $119.914 billion, it gained 11.61% in the last 52 weeks.

Wedgewood Partners initiated a new position in Chubb Limited (NYSE:CB) in Q4 2025. The firm has a history of holding positions in exceptional insurance-related industries, like Berkshire Hathaway and Progressive. They remain optimistic about Chubb Limited’s potential in the property and casualty insurance industry.

Read more at Yahoo Finance: Here’s Wedgewood Partners’ Investment Thesis for Chubb Limited (CB)