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Capital Performance Advisors’s Chubb CB Stock Holding History

Capital Performance 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 		$898K Sell
2,757
-214
-7% -$68.7K 0.06% 137
2025
Q4 		$927K Buy
2,971
+971
+49% +$284K 0.07% 125
2025
Q3 		$565K Buy
2,000
+817
+69% +$225K 0.09% 115
2025
Q2 		$343K Buy
1,183
+117
+11% +$33.7K 0.07% 140
2025
Q1 		$322K Buy
+1,066
New +$296K 0.07% 153
2024
Q4 		– Sell
-285
Closed -$82.2K – 586
2024
Q3 		$82.2K Buy
+285
New +$78.1K 0.03% 242

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 Performance Advisors's CB Position: Q1 2026 in Review

Capital Performance Advisors reduced its Chubb (CB) stake by 7.2% in Q1 2026, selling an estimated $68.7K and leaving 2,757 shares worth $898K. The position accounts for 0.06% of the portfolio, ranked #137.

Capital Performance Advisors first reported a position in CB in Q3 2024 and has held it in 6 quarters since. The position peaked at $927K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Capital Performance Advisors held 2,757 shares of Chubb worth $898K as of Q1 2026.
  • Capital Performance Advisors sold 214 Chubb shares in Q1 2026, an estimated $68.7K.
  • Chubb made up 0.06% of Capital Performance Advisors's portfolio in Q1 2026, its #137 holding.
  • Capital Performance Advisors first reported a position in Chubb in Q3 2024 and has held it in 6 quarters since.
  • Capital Performance Advisors's Chubb position peaked at $927K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.