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Berger Financial Group’s Chubb CB Stock Holding History

Berger Financial Group’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 		$6.93M Sell
21,262
-716
-3% -$230K 0.39% 53
2025
Q4 		$6.86M Buy
21,978
+115
+0.5% +$33.6K 0.4% 58
2025
Q3 		$6.17M Buy
21,863
+196
+0.9% +$53.9K 0.37% 65
2025
Q2 		$6.28M Buy
21,667
+96
+0.4% +$27.6K 0.41% 54
2025
Q1 		$6.51M Buy
21,571
+1,118
+5% +$311K 0.45% 48
2024
Q4 		$5.65M Buy
20,453
+202
+1% +$57.4K 0.39% 62
2024
Q3 		$5.84M Sell
20,251
-241
-1% -$66.1K 0.42% 58
2024
Q2 		$5.23M Sell
20,492
-45
-0.2% -$11.6K 0.42% 58
2024
Q1 		$5.32M Buy
+20,537
New +$5.05M 0.44% 61
2021
Q1 		– Sell
-29,447
Closed -$4.53M – 195
2020
Q4 		$4.53M Buy
+29,447
New +$4.13M 0.79% 33

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

Berger Financial Group's CB Position: Q1 2026 in Review

Berger Financial Group reduced its Chubb (CB) stake by 3.3% in Q1 2026, selling an estimated $230K and leaving 21,262 shares worth $6.93M. The position accounts for 0.39% of the portfolio, ranked #53.

Berger Financial Group first reported a position in CB in Q4 2020 and has held it in 10 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Berger Financial Group held 21,262 shares of Chubb worth $6.93M as of Q1 2026.
  • Berger Financial Group sold 716 Chubb shares in Q1 2026, an estimated $230K.
  • Chubb made up 0.39% of Berger Financial Group's portfolio in Q1 2026, its #53 holding.
  • Berger Financial Group first reported a position in Chubb in Q4 2020 and has held it in 10 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.