Brendel Financial Advisors’s Chubb CB Stock Holding History

Brendel Financial Advisors’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	$4.17M	Buy	12,799 +347	+3%	+$111K	2.06%	16
2025 Q4	$3.89M	Buy	+12,452	New	+$3.64M	1.91%	23
2025 Q3	–	Sell	-12,125	Closed	-$3.51M	–	105
2025 Q2	$3.51M	Sell	12,125 -821	-6%	-$236K	1.97%	17
2025 Q1	$3.91M	Buy	12,946 +752	+6%	+$209K	2.38%	9
2024 Q4	$3.37M	Sell	12,194 -393	-3%	-$112K	2.04%	19
2024 Q3	$3.63M	Sell	12,587 -58	-0.5%	-$15.9K	2.06%	17
2024 Q2	$3.23M	Sell	12,645 -2,584	-17%	-$664K	2.05%	16
2024 Q1	$3.95M	Buy	15,229 +12	+0.1%	+$2.95K	4.52%	3
2023 Q4	$3.44M	Sell	15,217 -375	-2%	-$82K	2.25%	9
2023 Q3	$3.25M	Buy	+15,592	New	+$3.15M	4.82%	3
2022 Q3	–	Sell	-16,977	Closed	-$3.34M	–	51
2022 Q2	$3.34M	Sell	16,977 -2,652	-14%	-$546K	2.91%	8
2022 Q1	$4.2M	Buy	+19,629	New	+$3.99M	2.28%	11
2021 Q3	–	Sell	-17,250	Closed	-$2.74M	–	96
2021 Q2	$2.74M	Buy	+17,250	New	+$2.86M	1.51%	22

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

Brendel Financial Advisors's CB Position: Q1 2026 in Review

Brendel Financial Advisors increased its Chubb (CB) stake by 2.8% in Q1 2026, buying an estimated $111K and bringing the position to 12,799 shares worth $4.17M. The position accounts for 2.06% of the portfolio, ranked #16.

Brendel Financial Advisors first reported a position in CB in Q2 2021 and has held it in 13 quarters since. The position peaked at $4.2M in Q1 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Brendel Financial Advisors held 12,799 shares of Chubb worth $4.17M as of Q1 2026.
Brendel Financial Advisors bought 347 Chubb shares in Q1 2026, an estimated $111K.
Chubb made up 2.06% of Brendel Financial Advisors's portfolio in Q1 2026, its #16 holding.
Brendel Financial Advisors first reported a position in Chubb in Q2 2021 and has held it in 13 quarters since.
Brendel Financial Advisors's Chubb position peaked at $4.2M in Q1 2022.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.