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Bolthouse Investments’s Chubb CB Stock Holding History

Bolthouse Investments’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 		$668K Hold
2,050
– – 0.6% 32
2025
Q4 		$640K Hold
2,050
– – 0.57% 34
2025
Q3 		$579K Hold
2,050
– – 0.52% 39
2025
Q2 		$594K Hold
2,050
– – 0.59% 35
2025
Q1 		$619K Hold
2,050
– – 0.65% 33
2024
Q4 		$566K Buy
+2,050
New +$582K 0.52% 40

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

Bolthouse Investments's CB Position: Q1 2026 in Review

Bolthouse Investments held its Chubb (CB) position steady in Q1 2026 at 2,050 shares worth $668K. The position accounts for 0.6% of the portfolio, ranked #32.

Bolthouse Investments first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Bolthouse Investments held 2,050 shares of Chubb worth $668K as of Q1 2026.
  • Bolthouse Investments left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.6% of Bolthouse Investments's portfolio in Q1 2026, its #32 holding.
  • Bolthouse Investments first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.