BCS Wealth Management’s Chubb CB Stock Holding History

BCS Wealth 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	–	Sell	-940	Closed	-$293K	–	263
2025 Q4	$293K	Buy	+940	New	+$275K	0.03%	297

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

BCS Wealth Management's CB Position: Q1 2026 in Review

BCS Wealth Management sold out of Chubb (CB) in Q1 2026, closing a stake of 940 shares — an estimated $293K sold.

BCS Wealth Management first reported a position in CB in Q4 2025 and held it in 1 quarter. The position peaked at $293K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

BCS Wealth Management reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 940 Chubb shares in Q1 2026, an estimated $293K.
BCS Wealth Management first reported a position in Chubb in Q4 2025 and held it in 1 quarter.
BCS Wealth Management's Chubb position peaked at $293K in Q4 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.