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BIP Wealth’s Chubb CB Stock Holding History

BIP Wealth’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 		$470K Sell
1,442
-186
-11% -$59.7K 0.02% 307
2025
Q4 		$508K Buy
1,628
+787
+94% +$230K 0.02% 299
2025
Q3 		$237K Buy
841
+7
+0.8% +$1.93K 0.01% 276
2025
Q2 		$242K Sell
834
-289
-26% -$83.2K 0.01% 235
2025
Q1 		$339K Buy
+1,123
New +$312K 0.02% 191

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

BIP Wealth's CB Position: Q1 2026 in Review

BIP Wealth reduced its Chubb (CB) stake by 11% in Q1 2026, selling an estimated $59.7K and leaving 1,442 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #307.

BIP Wealth first reported a position in CB in Q1 2025 and has held it in 5 quarters since. The position peaked at $508K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • BIP Wealth held 1,442 shares of Chubb worth $470K as of Q1 2026.
  • BIP Wealth sold 186 Chubb shares in Q1 2026, an estimated $59.7K.
  • Chubb made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #307 holding.
  • BIP Wealth first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • BIP Wealth's Chubb position peaked at $508K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.