Bollard Group’s Chubb CB Stock Holding History

Bollard Group’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	$438K	Buy	1,344 +4	+0.3%	+$1.28K	0.01%	142
2025 Q4	$418K	Hold	1,340	–	–	0.01%	141
2025 Q3	$378K	Hold	1,340	–	–	0.01%	143
2025 Q2	$388K	Buy	1,340 +50	+4%	+$14.4K	0.01%	161
2025 Q1	$390K	Hold	1,290	–	–	0.01%	145
2024 Q4	$356K	Hold	1,290	–	–	0.01%	144
2024 Q3	$372K	Hold	1,290	–	–	0.01%	155
2024 Q2	$329K	Hold	1,290	–	–	0.01%	154
2024 Q1	$334K	Hold	1,290	–	–	0.01%	147
2023 Q4	$292K	Hold	1,290	–	–	0.01%	145
2023 Q3	$269K	Sell	1,290 -25	-2%	-$5.05K	0.01%	145
2023 Q2	$253K	Buy	1,315 +25	+2%	+$4.9K	0.01%	155
2023 Q1	$250K	Hold	1,290	–	–	0.01%	154
2022 Q4	$285K	Hold	1,290	–	–	0.01%	147
2022 Q3	$235K	Hold	1,290	–	–	0.01%	156
2022 Q2	$254K	Sell	1,290 -1,936	-60%	-$399K	0.01%	165
2022 Q1	$690K	Buy	3,226 +8	+0.2%	+$1.63K	0.02%	158
2021 Q4	$622K	Buy	3,218 +8	+0.2%	+$1.5K	0.02%	159
2021 Q3	$557K	Buy	3,210 +10	+0.3%	+$1.75K	0.02%	161
2021 Q2	$509K	Buy	3,200 +9	+0.3%	+$1.49K	0.02%	161
2021 Q1	$504K	Hold	3,191	–	–	0.02%	158
2020 Q4	$491K	Hold	3,191	–	–	0.02%	148
2020 Q3	$371K	Hold	3,191	–	–	0.01%	159
2020 Q2	$404K	Buy	3,191 +1,901	+147%	+$220K	0.02%	149
2020 Q1	$144K	Hold	1,290	–	–	0.01%	154
2019 Q4	$201K	Hold	1,290	–	–	0.01%	158
2019 Q3	$208K	Hold	1,290	–	–	0.01%	161
2019 Q2	$190K	Hold	1,290	–	–	0.01%	175
2019 Q1	$181K	Hold	1,290	–	–	0.01%	178
2018 Q4	$167K	Buy	1,290 +75	+6%	+$9.69K	0.01%	173
2018 Q3	$162K	Hold	1,215	–	–	0.01%	181
2018 Q2	$154K	Hold	1,215	–	–	0.01%	181
2018 Q1	$166K	Hold	1,215	–	–	0.01%	179
2017 Q4	$178K	Hold	1,215	–	–	0.01%	171
2017 Q3	$173K	Hold	1,215	–	–	0.01%	182
2017 Q2	$177K	Hold	1,215	–	–	0.01%	187
2017 Q1	$166K	Hold	1,215	–	–	0.01%	188
2016 Q4	$161K	Hold	1,215	–	–	0.01%	193
2016 Q3	$153K	Hold	1,215	–	–	0.01%	188
2016 Q2	$159K	Hold	1,215	–	–	0.01%	187
2016 Q1	$145K	Buy	+1,215	New	+$140K	0.01%	188
2014 Q4	–	Sell	-500	Closed	-$52K	–	269
2014 Q3	$52K	Hold	500	–	–	﹤0.01%	234
2014 Q2	$52K	Hold	500	–	–	0.01%	232
2014 Q1	$50K	Hold	500	–	–	0.01%	228
2013 Q4	$52K	Hold	500	–	–	0.01%	225
2013 Q3	$47K	Buy	+500	New	+$45.7K	0.01%	231

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

Bollard Group's CB Position: Q1 2026 in Review

Bollard Group increased its Chubb (CB) stake by 0.3% in Q1 2026, buying an estimated $1.28K and bringing the position to 1,344 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #142.

Bollard Group first reported a position in CB in Q3 2013 and has held it in 46 quarters since. The position peaked at $690K in Q1 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Bollard Group held 1,344 shares of Chubb worth $438K as of Q1 2026.
Bollard Group bought 4 Chubb shares in Q1 2026, an estimated $1.28K.
Chubb made up 0.01% of Bollard Group's portfolio in Q1 2026, its #142 holding.
Bollard Group first reported a position in Chubb in Q3 2013 and has held it in 46 quarters since.
Bollard Group's Chubb position peaked at $690K in Q1 2022.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.