BlackDiamond Wealth Management’s Chubb CB Stock Holding History

BlackDiamond 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	$411K	Buy	1,261 +24	+2%	+$7.7K	0.2%	111
2025 Q4	$403K	Sell	1,237 -2	-0.2%	-$585	0.2%	108
2025 Q3	$350K	Sell	1,239 -39	-3%	-$10.7K	0.19%	101
2025 Q2	$370K	Sell	1,278 -88	-6%	-$25.3K	0.21%	89
2025 Q1	$396K	Sell	1,366 -395	-22%	-$110K	0.27%	69
2024 Q4	$487K	Sell	1,761 -103	-6%	-$29.2K	0.28%	77
2024 Q3	$527K	Sell	1,864 -279	-13%	-$76.5K	0.32%	78
2024 Q2	$577K	Buy	+2,143	New	+$550K	0.38%	65

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

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

BlackDiamond Wealth Management increased its Chubb (CB) stake by 1.9% in Q1 2026, buying an estimated $7.7K and bringing the position to 1,261 shares worth $411K. The position accounts for 0.2% of the portfolio, ranked #111.

BlackDiamond Wealth Management first reported a position in CB in Q2 2024 and has held it in 8 quarters since. The position peaked at $577K in Q2 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

BlackDiamond Wealth Management held 1,261 shares of Chubb worth $411K as of Q1 2026.
BlackDiamond Wealth Management bought 24 Chubb shares in Q1 2026, an estimated $7.7K.
Chubb made up 0.2% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #111 holding.
BlackDiamond Wealth Management first reported a position in Chubb in Q2 2024 and has held it in 8 quarters since.
BlackDiamond Wealth Management's Chubb position peaked at $577K in Q2 2024.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.