BKM Wealth Management’s Chubb CB Stock Holding History

BKM Wealth 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	$1.45M	Sell	4,446 -336	-7%	-$108K	0.53%	59
2025 Q4	$1.49M	Sell	4,782 -2,602	-35%	-$761K	0.55%	55
2025 Q3	$2.08M	Buy	7,384 +149	+2%	+$41K	0.77%	40
2025 Q2	$2.1M	Sell	7,235 -225	-3%	-$64.7K	0.82%	34
2025 Q1	$2.25M	Buy	7,460 +671	+10%	+$186K	0.93%	33
2024 Q4	$1.88M	Sell	6,789 -81	-1%	-$23K	0.77%	36
2024 Q3	$1.98M	Buy	6,870 +392	+6%	+$107K	0.81%	33
2024 Q2	$1.65M	Buy	6,478 +648	+11%	+$166K	0.79%	39
2024 Q1	$1.51M	Buy	5,830 +343	+6%	+$84.3K	0.65%	45
2023 Q4	$1.24M	Buy	+5,487	New	+$1.2M	0.53%	52

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

BKM Wealth Management's CB Position: Q1 2026 in Review

BKM Wealth Management reduced its Chubb (CB) stake by 7% in Q1 2026, selling an estimated $108K and leaving 4,446 shares worth $1.45M. The position accounts for 0.53% of the portfolio, ranked #59.

BKM Wealth Management first reported a position in CB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.25M in Q1 2025. 2,106 funds tracked by Wall St. Rank hold CB as of Q1 2026.

BKM Wealth Management held 4,446 shares of Chubb worth $1.45M as of Q1 2026.
BKM Wealth Management sold 336 Chubb shares in Q1 2026, an estimated $108K.
Chubb made up 0.53% of BKM Wealth Management's portfolio in Q1 2026, its #59 holding.
BKM Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Chubb position peaked at $2.25M in Q1 2025.
2,106 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

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