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Caliber Wealth Management (Kansas)’s Chubb CB Stock Holding History

Caliber Wealth Management (Kansas)’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 		$3.89M Buy
11,925
+211
+2% +$67.7K 0.43% 48
2025
Q4 		$3.66M Buy
11,714
+669
+6% +$196K 0.39% 46
2025
Q3 		$3.12M Buy
11,045
+258
+2% +$71K 0.35% 64
2025
Q2 		$3.13M Sell
10,787
-849
-7% -$244K 0.34% 65
2025
Q1 		$3.51M Buy
+11,636
New +$3.23M 0.48% 48

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

Caliber Wealth Management (Kansas)'s CB Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) increased its Chubb (CB) stake by 1.8% in Q1 2026, buying an estimated $67.7K and bringing the position to 11,925 shares worth $3.89M. The position accounts for 0.43% of the portfolio, ranked #48.

Caliber Wealth Management (Kansas) first reported a position in CB in Q1 2025 and has held it in 5 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Caliber Wealth Management (Kansas) held 11,925 shares of Chubb worth $3.89M as of Q1 2026.
  • Caliber Wealth Management (Kansas) bought 211 Chubb shares in Q1 2026, an estimated $67.7K.
  • Chubb made up 0.43% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #48 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.