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Capital Group Private Client Services’s Chubb CB Stock Holding History

Capital Group Private Client Services’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 		$1.86M Sell
5,714
-7,804
-58% -$2.5M 0.03% 160
2025
Q4 		$4.22M Sell
13,518
-228
-2% -$66.7K 0.07% 132
2025
Q3 		$3.88M Sell
13,746
-38,681
-74% -$10.6M 0.06% 137
2025
Q2 		$15.2M Buy
52,427
+1,575
+3% +$453K 0.13% 123
2025
Q1 		$15.4M Sell
50,852
-1,423
-3% -$395K 0.15% 121
2024
Q4 		$14.4M Sell
52,275
-547
-1% -$155K 0.13% 135
2024
Q3 		$15.2M Sell
52,822
-1,807
-3% -$495K 0.15% 133
2024
Q2 		$13.9M Sell
54,629
-5,550
-9% -$1.43M 0.14% 129
2024
Q1 		$15.6M Sell
60,179
-130,287
-68% -$32M 0.16% 128
2023
Q4 		$43M Sell
190,466
-5,070
-3% -$1.11M 0.45% 65
2023
Q3 		$40.7M Sell
195,536
-239,105
-55% -$48.3M 0.5% 65
2023
Q2 		$83.7M Buy
434,641
+117
+0% +$22.9K 0.99% 29
2023
Q1 		$84.4M Sell
434,524
-21,063
-5% -$4.43M 1.05% 28
2022
Q4 		$101M Sell
455,587
-12,462
-3% -$2.59M 1.27% 21
2022
Q3 		$85.1M Sell
468,049
-7,403
-2% -$1.41M 1.19% 23
2022
Q2 		$93.5M Buy
475,452
+34,632
+8% +$7.13M 1.21% 23
2022
Q1 		$94.3M Buy
440,820
+2,341
+0.5% +$476K 1.03% 29
2021
Q4 		$84.8M Sell
438,479
-11,899
-3% -$2.24M 0.91% 34
2021
Q3 		$78.1M Buy
+450,378
New +$79M 0.91% 36

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

Capital Group Private Client Services's CB Position: Q1 2026 in Review

Capital Group Private Client Services reduced its Chubb (CB) stake by 58% in Q1 2026, selling an estimated $2.5M and leaving 5,714 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #160.

Capital Group Private Client Services first reported a position in CB in Q3 2021 and has held it in 19 quarters since. The position peaked at $101M in Q4 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Capital Group Private Client Services held 5,714 shares of Chubb worth $1.86M as of Q1 2026.
  • Capital Group Private Client Services sold 7,804 Chubb shares in Q1 2026, an estimated $2.5M.
  • Chubb made up 0.03% of Capital Group Private Client Services's portfolio in Q1 2026, its #160 holding.
  • Capital Group Private Client Services first reported a position in Chubb in Q3 2021 and has held it in 19 quarters since.
  • Capital Group Private Client Services's Chubb position peaked at $101M in Q4 2022.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.