Bedel Financial Consulting’s Chubb CB Stock Holding History

Bedel Financial Consulting’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	$289K	Hold	888	–	–	0.03%	232
2025 Q4	$277K	Buy	888 +115	+15%	+$33.6K	0.03%	231
2025 Q3	$218K	Hold	773	–	–	0.03%	261
2025 Q2	$224K	Sell	773 -25	-3%	-$7.19K	0.03%	248
2025 Q1	$231K	Buy	798 +48	+6%	+$13.3K	0.03%	240
2024 Q4	$205K	Sell	750 -1	-0.1%	-$284	0.03%	258
2024 Q3	$217K	Buy	+751	New	+$206K	0.03%	244
2022 Q2	–	Sell	-616	Closed	-$132K	–	304
2022 Q1	$132K	Sell	616 -8	-1%	-$1.63K	0.04%	235
2021 Q4	$121K	Buy	624 +8	+1%	+$1.5K	0.04%	248
2021 Q3	$107K	Hold	616	–	–	0.04%	260
2021 Q2	$98K	Hold	616	–	–	0.03%	274
2021 Q1	$97K	Hold	616	–	–	0.04%	265
2020 Q4	$95K	Hold	616	–	–	0.04%	230
2020 Q3	$72K	Hold	616	–	–	0.04%	250
2020 Q2	$78K	Sell	616 -17	-3%	-$1.97K	0.04%	224
2020 Q1	$71K	Hold	633	–	–	0.05%	225
2019 Q4	$99K	Hold	633	–	–	0.06%	211
2019 Q3	$102K	Hold	633	–	–	0.06%	200
2019 Q2	$93K	Hold	633	–	–	0.06%	208
2019 Q1	$89K	Hold	633	–	–	0.06%	201
2018 Q4	$82K	Hold	633	–	–	0.06%	196
2018 Q3	$79K	Sell	633 -300	-32%	-$40.6K	0.05%	215
2018 Q2	$119K	Hold	933	–	–	0.09%	174
2018 Q1	$128K	Buy	+933	New	+$135K	0.1%	171

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

Bedel Financial Consulting's CB Position: Q1 2026 in Review

Bedel Financial Consulting held its Chubb (CB) position steady in Q1 2026 at 888 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #232.

Bedel Financial Consulting first reported a position in CB in Q1 2018 and has held it in 24 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Bedel Financial Consulting held 888 shares of Chubb worth $289K as of Q1 2026.
Bedel Financial Consulting left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.03% of Bedel Financial Consulting's portfolio in Q1 2026, its #232 holding.
Bedel Financial Consulting first reported a position in Chubb in Q1 2018 and has held it in 24 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.