Boit C.F. David’s Chubb CB Stock Holding History

Boit C.F. David’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	$5.27M	Hold	16,165	–	–	2.34%	14
2025 Q4	$4.96M	Hold	16,165	–	–	2.14%	17
2025 Q3	$4.56M	Hold	16,165	–	–	2.06%	18
2025 Q2	$4.68M	Hold	16,165	–	–	2.25%	16
2025 Q1	$4.88M	Hold	16,165	–	–	2.45%	14
2024 Q4	$4.47M	Hold	16,165	–	–	1.82%	16
2024 Q3	$4.71M	Buy	16,165 +800	+5%	+$219K	2.33%	15
2024 Q2	$3.92M	Hold	15,365	–	–	2.04%	19
2024 Q1	$3.84M	Hold	15,365	–	–	2.1%	17
2023 Q4	$3.48M	Buy	15,365 +1,167	+8%	+$255K	1.97%	18
2023 Q3	$2.93M	Hold	14,198	–	–	2.01%	18
2023 Q2	$2.73M	Hold	14,198	–	–	1.81%	19
2023 Q1	$2.9M	Sell	14,198 -1,000	-7%	-$210K	1.98%	19
2022 Q4	$3.35M	Hold	15,198	–	–	2.39%	16
2022 Q3	$2.76M	Buy	+15,198	New	+$2.89M	2.25%	18
2022 Q1	$3.25M	Sell	15,198 -467	-3%	-$94.9K	2.14%	19
2021 Q4	$3.03M	Hold	15,665	–	–	1.92%	20
2021 Q3	$2.75M	Sell	15,665 -2,079	-12%	-$364K	1.89%	18
2021 Q2	$2.82M	Buy	+17,744	New	+$2.94M	2.15%	18

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

Boit C.F. David's CB Position: Q1 2026 in Review

Boit C.F. David held its Chubb (CB) position steady in Q1 2026 at 16,165 shares worth $5.27M. The position accounts for 2.34% of the portfolio, ranked #14.

Boit C.F. David first reported a position in CB in Q2 2021 and has held it in 19 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Boit C.F. David held 16,165 shares of Chubb worth $5.27M as of Q1 2026.
Boit C.F. David left its Chubb share count unchanged in Q1 2026.
Chubb made up 2.34% of Boit C.F. David's portfolio in Q1 2026, its #14 holding.
Boit C.F. David first reported a position in Chubb in Q2 2021 and has held it in 19 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.