Abbot Financial Management’s Chubb CB Stock Holding History

Abbot Financial Management’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.37M	Buy	4,215 +91	+2%	+$29.2K	0.57%	51
2025 Q4	$1.29M	Sell	4,124 -249	-6%	-$72.8K	0.53%	52
2025 Q3	$1.23M	Buy	4,373 +492	+13%	+$135K	0.53%	50
2025 Q2	$1.12M	Buy	3,881 +587	+18%	+$169K	0.52%	55
2025 Q1	$995K	Buy	3,294 +1	+0%	+$278	0.52%	53
2024 Q4	$910K	Sell	3,293 -50	-1%	-$14.2K	0.45%	59
2024 Q3	$964K	Buy	3,343 +1	+0%	+$274	0.49%	55
2024 Q2	$852K	Buy	3,342 +101	+3%	+$25.9K	0.46%	56
2024 Q1	$840K	Buy	3,241 +83	+3%	+$20.4K	0.46%	63
2023 Q4	$714K	Buy	3,158 +474	+18%	+$104K	0.43%	67
2023 Q3	$559K	Sell	2,684 -400	-13%	-$80.9K	0.38%	71
2023 Q2	$594K	Sell	3,084 -36	-1%	-$7.05K	0.38%	71
2023 Q1	$606K	Hold	3,120	–	–	0.41%	74
2022 Q4	$688K	Sell	3,120 -449	-13%	-$93.4K	0.47%	70
2022 Q3	$649K	Buy	3,569 +1	+0%	+$190	0.46%	67
2022 Q2	$701K	Buy	3,568 +51	+1%	+$10.5K	0.42%	71
2022 Q1	$752K	Buy	3,517 +1	+0%	+$203	0.37%	73
2021 Q4	$680K	Hold	3,516	–	–	0.3%	72
2021 Q3	$610K	Buy	3,516 +1	+0%	+$175	0.28%	79
2021 Q2	$559K	Buy	3,515 +253	+8%	+$41.9K	0.24%	80
2021 Q1	$515K	Buy	3,262 +1	+0%	+$161	0.23%	84
2020 Q4	$502K	Hold	3,261	–	–	0.29%	78
2020 Q3	$379K	Buy	3,261 +207	+7%	+$26K	0.25%	84
2020 Q2	$387K	Hold	3,054	–	–	0.27%	82
2020 Q1	$341K	Hold	3,054	–	–	0.28%	80
2019 Q4	$475K	Buy	3,054 +148	+5%	+$22.6K	0.3%	77
2019 Q3	$469K	Hold	2,906	–	–	0.33%	76
2019 Q2	$428K	Buy	2,906 +50	+2%	+$7.22K	0.31%	80
2019 Q1	$400K	Hold	2,856	–	–	0.31%	76
2018 Q4	$369K	Sell	2,856 -25	-0.9%	-$3.23K	0.33%	70
2018 Q3	$385K	Buy	2,881 +200	+7%	+$27.1K	0.29%	79
2018 Q2	$341K	Hold	2,681	–	–	0.27%	82
2018 Q1	$367K	Hold	2,681	–	–	0.29%	77
2017 Q4	$392K	Buy	2,681 +6	+0.2%	+$896	0.31%	77
2017 Q3	$413K	Hold	2,675	–	–	0.34%	74
2017 Q2	$389K	Buy	+2,675	New	+$377K	0.35%	75

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Abbot Financial Management's CB Position: Q1 2026 in Review

Abbot Financial Management increased its Chubb (CB) stake by 2.2% in Q1 2026, buying an estimated $29.2K and bringing the position to 4,215 shares worth $1.37M. The position accounts for 0.57% of the portfolio, ranked #51.

Abbot Financial Management first reported a position in CB in Q2 2017 and has held it in 36 quarters since. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Abbot Financial Management held 4,215 shares of Chubb worth $1.37M as of Q1 2026.
Abbot Financial Management bought 91 Chubb shares in Q1 2026, an estimated $29.2K.
Chubb made up 0.57% of Abbot Financial Management's portfolio in Q1 2026, its #51 holding.
Abbot Financial Management first reported a position in Chubb in Q2 2017 and has held it in 36 quarters since.
2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.