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Callan Family Office’s Chubb CB Stock Holding History

Callan Family Office’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 		$4.21M Sell
12,913
-472
-4% -$151K 0.1% 219
2025
Q4 		$4.18M Buy
13,385
+5,334
+66% +$1.56M 0.09% 216
2025
Q3 		$2.27M Sell
8,051
-701
-8% -$193K 0.07% 247
2025
Q2 		$2.54M Buy
8,752
+4,811
+122% +$1.38M 0.08% 239
2025
Q1 		$1.19M Buy
3,941
+75
+2% +$20.8K 0.09% 192
2024
Q4 		$1.07M Buy
+3,866
New +$1.1M 0.07% 238

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

Callan Family Office's CB Position: Q1 2026 in Review

Callan Family Office reduced its Chubb (CB) stake by 3.5% in Q1 2026, selling an estimated $151K and leaving 12,913 shares worth $4.21M. The position accounts for 0.1% of the portfolio, ranked #219.

Callan Family Office first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Callan Family Office held 12,913 shares of Chubb worth $4.21M as of Q1 2026.
  • Callan Family Office sold 472 Chubb shares in Q1 2026, an estimated $151K.
  • Chubb made up 0.1% of Callan Family Office's portfolio in Q1 2026, its #219 holding.
  • Callan Family Office first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.