Blue Bell Private Wealth Management’s Chubb CB Stock Holding History

Blue Bell Private 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	$151K	Hold	463	–	–	0.02%	294
2025 Q4	$145K	Sell	463 -23	-5%	-$6.72K	0.02%	289
2025 Q3	$137K	Hold	486	–	–	0.02%	289
2025 Q2	$141K	Hold	486	–	–	0.02%	272
2025 Q1	$147K	Buy	486 +5	+1%	+$1.39K	0.03%	255
2024 Q4	$133K	Sell	481 -7	-1%	-$1.99K	0.03%	248
2024 Q3	$141K	Buy	488 +13	+3%	+$3.56K	0.03%	245
2024 Q2	$121K	Hold	475	–	–	0.03%	255
2024 Q1	$123K	Hold	475	–	–	0.03%	240
2023 Q4	$107K	Hold	475	–	–	0.03%	231
2023 Q3	$98.9K	Buy	475 +12	+3%	+$2.43K	0.03%	202
2023 Q2	$89.2K	Buy	463 +42	+10%	+$8.23K	0.02%	205
2023 Q1	$81.8K	Hold	421	–	–	0.02%	195
2022 Q4	$92.9K	Hold	421	–	–	0.03%	169
2022 Q3	$77K	Hold	421	–	–	0.03%	180
2022 Q2	$83K	Hold	421	–	–	0.03%	178
2022 Q1	$90K	Hold	421	–	–	0.03%	175
2021 Q4	$81K	Buy	+421	New	+$79.1K	0.02%	179

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

Blue Bell Private Wealth Management's CB Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Chubb (CB) position steady in Q1 2026 at 463 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #294.

Blue Bell Private Wealth Management first reported a position in CB in Q4 2021 and has held it in 18 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Blue Bell Private Wealth Management held 463 shares of Chubb worth $151K as of Q1 2026.
Blue Bell Private Wealth Management left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #294 holding.
Blue Bell Private Wealth Management first reported a position in Chubb in Q4 2021 and has held it in 18 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.