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Brooks Moore & Associates’s Chubb CB Stock Holding History

Brooks Moore & Associates’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 		$2.41M Sell
7,380
-678
-8% -$218K 1.21% 29
2025
Q4 		$2.52M Hold
8,058
– – 1.24% 27
2025
Q3 		$2.27M Sell
8,058
-69
-0.8% -$19K 1.15% 30
2025
Q2 		$2.16M Buy
8,127
+100
+1% +$28.8K 1.17% 28
2025
Q1 		$2.42M Buy
8,027
+2,882
+56% +$801K 1.37% 28
2024
Q4 		$1.42M Buy
5,145
+627
+14% +$178K 0.84% 37
2024
Q3 		$1.3M Buy
+4,518
New +$1.24M 0.77% 41

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

Brooks Moore & Associates's CB Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Chubb (CB) stake by 8.4% in Q1 2026, selling an estimated $218K and leaving 7,380 shares worth $2.41M. The position accounts for 1.21% of the portfolio, ranked #29.

Brooks Moore & Associates first reported a position in CB in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Brooks Moore & Associates held 7,380 shares of Chubb worth $2.41M as of Q1 2026.
  • Brooks Moore & Associates sold 678 Chubb shares in Q1 2026, an estimated $218K.
  • Chubb made up 1.21% of Brooks Moore & Associates's portfolio in Q1 2026, its #29 holding.
  • Brooks Moore & Associates first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • Brooks Moore & Associates's Chubb position peaked at $2.52M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.