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Belpointe Asset Management’s Chubb CB Stock Holding History

Belpointe Asset 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 		$402K Buy
1,232
+41
+3% +$13.2K 0.01% 763
2025
Q4 		$372K Sell
1,191
-323
-21% -$94.4K 0.01% 758
2025
Q3 		$427K Sell
1,514
-371
-20% -$102K 0.02% 670
2025
Q2 		$546K Sell
1,885
-63
-3% -$18.1K 0.02% 547
2025
Q1 		$589K Sell
1,948
-114
-6% -$31.7K 0.03% 520
2024
Q4 		$586K Buy
2,062
+143
+7% +$40.6K 0.04% 475
2024
Q3 		$553K Sell
1,919
-160
-8% -$43.9K 0.03% 479
2024
Q2 		$530K Buy
2,079
+50
+2% +$12.8K 0.04% 444
2024
Q1 		$526K Buy
2,029
+4
+0.2% +$983 0.04% 426
2023
Q4 		$458K Buy
2,025
+27
+1% +$5.91K 0.04% 396
2023
Q3 		$416K Buy
1,998
+287
+17% +$58K 0.04% 380
2023
Q2 		$330K Sell
1,711
-1,092
-39% -$214K 0.03% 416
2023
Q1 		$544K Sell
2,803
-945
-25% -$199K 0.03% 529
2022
Q4 		$827K Buy
3,748
+1,841
+97% +$383K 0.05% 373
2022
Q3 		$347K Buy
1,907
+231
+14% +$43.9K 0.02% 642
2022
Q2 		$330K Buy
1,676
+96
+6% +$19.8K 0.02% 639
2022
Q1 		$338K Buy
1,580
+753
+91% +$153K 0.02% 678
2021
Q4 		$160K Buy
827
+46
+6% +$8.64K 0.01% 984
2021
Q3 		$136K Buy
781
+19
+2% +$3.33K 0.01% 1023
2021
Q2 		$121K Buy
+762
New +$126K 0.01% 1044
2021
Q1 		– Sell
-657
Closed -$101K – 1011
2020
Q4 		$101K Buy
+657
New +$92.1K 0.01% 947
2020
Q2 		– Sell
-964
Closed -$108K – 738
2020
Q1 		$108K Sell
964
-71
-7% -$10.2K 0.02% 592
2019
Q4 		$161K Sell
1,035
-112
-10% -$17.1K 0.02% 610
2019
Q3 		$185K Sell
1,147
-23
-2% -$3.56K 0.03% 489
2019
Q2 		$172K Sell
1,170
-78
-6% -$11.3K 0.03% 452
2019
Q1 		$175K Buy
1,248
+155
+14% +$20.6K 0.03% 327
2018
Q4 		$141K Buy
1,093
+346
+46% +$44.7K 0.04% 409
2018
Q3 		$100K Buy
+747
New +$101K 0.02% 643

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

Belpointe Asset Management's CB Position: Q1 2026 in Review

Belpointe Asset Management increased its Chubb (CB) stake by 3.4% in Q1 2026, buying an estimated $13.2K and bringing the position to 1,232 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #763.

Belpointe Asset Management first reported a position in CB in Q3 2018 and has held it in 28 quarters since. The position peaked at $827K in Q4 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Belpointe Asset Management held 1,232 shares of Chubb worth $402K as of Q1 2026.
  • Belpointe Asset Management bought 41 Chubb shares in Q1 2026, an estimated $13.2K.
  • Chubb made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #763 holding.
  • Belpointe Asset Management first reported a position in Chubb in Q3 2018 and has held it in 28 quarters since.
  • Belpointe Asset Management's Chubb position peaked at $827K in Q4 2022.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.