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Alaethes Wealth’s Chubb CB Stock Holding History

Alaethes Wealth’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 		$2.85M Buy
8,715
+20
+0.2% +$6.42K 0.81% 31
2025
Q4 		$2.72M Sell
8,695
-40
-0.5% -$11.7K 0.77% 34
2025
Q3 		$2.47M Buy
8,735
+227
+3% +$62.5K 0.7% 40
2025
Q2 		$2.47M Buy
8,508
+245
+3% +$70.5K 0.74% 43
2025
Q1 		$2.5M Buy
8,263
+259
+3% +$72K 0.92% 31
2024
Q4 		$2.21M Buy
8,004
+87
+1% +$24.7K 0.79% 39
2024
Q3 		$2.29M Buy
7,917
+31
+0.4% +$8.5K 0.85% 32
2024
Q2 		$2.02M Buy
7,886
+178
+2% +$45.7K 0.83% 35
2024
Q1 		$2M Sell
7,708
-193
-2% -$47.5K 0.88% 36
2023
Q4 		$1.79M Buy
7,901
+75
+1% +$16.4K 0.85% 40
2023
Q3 		$1.63M Buy
7,826
+56
+0.7% +$11.3K 0.89% 32
2023
Q2 		$1.5M Buy
7,770
+269
+4% +$52.7K 0.82% 42
2023
Q1 		$1.46M Buy
7,501
+429
+6% +$90.2K 0.85% 44
2022
Q4 		$1.56M Buy
+7,072
New +$1.47M 1.07% 26

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alaethes Wealth's CB Position: Q1 2026 in Review

Alaethes Wealth increased its Chubb (CB) stake by 0.23% in Q1 2026, buying an estimated $6.42K and bringing the position to 8,715 shares worth $2.85M. The position accounts for 0.81% of the portfolio, ranked #31.

Alaethes Wealth first reported a position in CB in Q4 2022 and has held it in 14 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Alaethes Wealth held 8,715 shares of Chubb worth $2.85M as of Q1 2026.
  • Alaethes Wealth bought 20 Chubb shares in Q1 2026, an estimated $6.42K.
  • Chubb made up 0.81% of Alaethes Wealth's portfolio in Q1 2026, its #31 holding.
  • Alaethes Wealth first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.