Avion Wealth’s Chubb CB Stock Holding History

Avion 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	$39K	Buy	120 +11	+10%	+$3.53K	0.01%	232
2025 Q4	$34K	Sell	109 -249	-70%	-$72.8K	0.01%	259
2025 Q3	$101K	Sell	358 -9	-2%	-$2.48K	0.02%	154
2025 Q2	$106K	Buy	367 +29	+9%	+$8.35K	0.02%	140
2025 Q1	$93K	Hold	338	–	–	0.02%	138
2024 Q4	$93K	Buy	338 +3	+0.9%	+$852	0.02%	138
2024 Q3	$96K	Buy	335 +278	+488%	+$76.2K	0.03%	126
2024 Q2	$14K	Buy	57 +2	+4%	+$514	﹤0.01%	274
2024 Q1	$15K	Buy	55 +8	+17%	+$1.97K	﹤0.01%	251
2023 Q4	$11K	Buy	47 +9	+24%	+$1.97K	﹤0.01%	264
2023 Q3	$7K	Buy	38 +19	+100%	+$3.84K	﹤0.01%	299
2023 Q2	$3K	Buy	19 +6	+46%	+$1.18K	﹤0.01%	410
2023 Q1	$2K	Buy	+13	New	+$2.73K	﹤0.01%	371
2021 Q4	–	Sell	-117	Closed	-$20K	–	405
2021 Q3	$20K	Hold	117	–	–	0.01%	180
2021 Q2	$19K	Hold	117	–	–	0.01%	178
2021 Q1	$18K	Hold	117	–	–	0.01%	174
2020 Q4	$18K	Hold	117	–	–	0.01%	187
2020 Q3	$14K	Hold	117	–	–	﹤0.01%	161
2020 Q2	$15K	Hold	117	–	–	0.01%	146
2020 Q1	$13K	Buy	+117	New	+$16.8K	0.01%	147

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

Avion Wealth's CB Position: Q1 2026 in Review

Avion Wealth increased its Chubb (CB) stake by 10% in Q1 2026, buying an estimated $3.53K and bringing the position to 120 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #232.

Avion Wealth first reported a position in CB in Q1 2020 and has held it in 20 quarters since. The position peaked at $106K in Q2 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Avion Wealth held 120 shares of Chubb worth $39K as of Q1 2026.
Avion Wealth bought 11 Chubb shares in Q1 2026, an estimated $3.53K.
Chubb made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #232 holding.
Avion Wealth first reported a position in Chubb in Q1 2020 and has held it in 20 quarters since.
Avion Wealth's Chubb position peaked at $106K in Q2 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.