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Berry Wealth Group’s Chubb CB Stock Holding History

Berry Wealth 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 		$1.47M Sell
4,515
-208
-4% -$66.7K 5.5% 8
2025
Q4 		$1.47M Sell
4,723
-98
-2% -$28.7K 5.18% 8
2025
Q3 		$1.36M Sell
4,821
-8,838
-65% -$2.43M 4.44% 8
2025
Q2 		$3.96M Sell
13,659
-29
-0.2% -$8.35K 2.77% 10
2025
Q1 		$4.13M Sell
13,688
-624
-4% -$173K 3.23% 9
2024
Q4 		$3.95M Sell
14,312
-300
-2% -$85.2K 2.85% 11
2024
Q3 		$4.21M Sell
14,612
-4,461
-23% -$1.22M 3.02% 10
2024
Q2 		$4.87M Buy
19,073
+179
+0.9% +$46K 3.89% 8
2024
Q1 		$4.9M Sell
18,894
-789
-4% -$194K 4.06% 8
2023
Q4 		$4.45M Buy
+19,683
New +$4.3M 4.09% 9

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

Berry Wealth Group's CB Position: Q1 2026 in Review

Berry Wealth Group reduced its Chubb (CB) stake by 4.4% in Q1 2026, selling an estimated $66.7K and leaving 4,515 shares worth $1.47M. The position accounts for 5.5% of the portfolio, ranked #8.

Berry Wealth Group first reported a position in CB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.9M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Berry Wealth Group held 4,515 shares of Chubb worth $1.47M as of Q1 2026.
  • Berry Wealth Group sold 208 Chubb shares in Q1 2026, an estimated $66.7K.
  • Chubb made up 5.5% of Berry Wealth Group's portfolio in Q1 2026, its #8 holding.
  • Berry Wealth Group first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's Chubb position peaked at $4.9M in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.