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BOK Financial Private Wealth’s Chubb CB Stock Holding History

BOK Financial Private 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 		$17.3K Sell
53
-1
-2% -$321 ﹤0.01% 323
2025
Q4 		$16.9K Sell
54
-147
-73% -$43K ﹤0.01% 365
2025
Q3 		$56.9K Buy
201
+69
+52% +$19K ﹤0.01% 240
2025
Q2 		$38.4K Hold
132
– – ﹤0.01% 265
2025
Q1 		$40K Sell
132
-12
-8% -$3.33K ﹤0.01% 278
2024
Q4 		$39.9K Buy
144
+7
+5% +$1.99K ﹤0.01% 280
2024
Q3 		$39.6K Hold
137
– – ﹤0.01% 284
2024
Q2 		$35.1K Buy
137
+5
+4% +$1.28K ﹤0.01% 300
2024
Q1 		$34.3K Hold
132
– – ﹤0.01% 289
2023
Q4 		$29.9K Hold
132
– – ﹤0.01% 292
2023
Q3 		$27.6K Buy
+132
New +$26.7K ﹤0.01% 277
2023
Q2 		– Sell
-31
Closed -$6.02K – 372
2023
Q1 		$6.02K Buy
+31
New +$6.51K ﹤0.01% 358
2022
Q2 		– Sell
-1,512
Closed -$311K – 382
2022
Q1 		$323K Buy
1,512
+290
+24% +$58.9K 0.02% 222
2021
Q4 		$236K Buy
+1,222
New +$230K 0.02% 261

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

BOK Financial Private Wealth's CB Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Chubb (CB) stake by 1.9% in Q1 2026, selling an estimated $321 and leaving 53 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

BOK Financial Private Wealth first reported a position in CB in Q4 2021 and has held it in 14 quarters since. The position peaked at $323K in Q1 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • BOK Financial Private Wealth held 53 shares of Chubb worth $17.3K as of Q1 2026.
  • BOK Financial Private Wealth sold 1 Chubb share in Q1 2026, an estimated $321.
  • Chubb made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #323 holding.
  • BOK Financial Private Wealth first reported a position in Chubb in Q4 2021 and has held it in 14 quarters since.
  • BOK Financial Private Wealth's Chubb position peaked at $323K in Q1 2022.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.