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Badgley Phelps Wealth Managers’s Chubb CB Stock Holding History

Badgley Phelps Wealth Managers’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 		$24.6M Sell
75,295
-944
-1% -$303K 0.49% 56
2025
Q4 		$23.9M Buy
76,239
+1,301
+2% +$380K 0.44% 58
2025
Q3 		$21.2M Buy
74,938
+447
+0.6% +$123K 0.45% 59
2025
Q2 		$21.7M Buy
74,491
+533
+0.7% +$153K 0.48% 54
2025
Q1 		$22.4M Sell
73,958
-333
-0.4% -$92.5K 0.54% 48
2024
Q4 		$20.6M Buy
74,291
+57
+0.1% +$16.2K 0.48% 58
2024
Q3 		$21.5M Buy
74,234
+674
+0.9% +$185K 0.5% 58
2024
Q2 		$18.8M Buy
73,560
+383
+0.5% +$98.4K 0.47% 65
2024
Q1 		$19M Buy
73,177
+1,104
+2% +$271K 0.48% 69
2023
Q4 		$16.3M Buy
72,073
+639
+0.9% +$140K 0.45% 70
2023
Q3 		$14.9M Buy
71,434
+1,659
+2% +$335K 0.51% 67
2023
Q2 		$13.4M Buy
69,775
+433
+0.6% +$84.8K 0.44% 74
2023
Q1 		$13.5M Buy
+69,342
New +$14.6M 0.5% 70

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

Badgley Phelps Wealth Managers's CB Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Chubb (CB) stake by 1.2% in Q1 2026, selling an estimated $303K and leaving 75,295 shares worth $24.6M. The position accounts for 0.49% of the portfolio, ranked #56.

Badgley Phelps Wealth Managers first reported a position in CB in Q1 2023 and has held it in 13 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Badgley Phelps Wealth Managers held 75,295 shares of Chubb worth $24.6M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 944 Chubb shares in Q1 2026, an estimated $303K.
  • Chubb made up 0.49% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #56 holding.
  • Badgley Phelps Wealth Managers first reported a position in Chubb in Q1 2023 and has held it in 13 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.