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Carnegie Lake Advisors’s Chubb CB Stock Holding History

Carnegie Lake 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 		$1.08M Hold
3,325
– – 0.43% 57
2025
Q4 		$1.04M Sell
3,325
-50
-1% -$14.6K 0.4% 67
2025
Q3 		$953K Hold
3,375
– – 0.37% 75
2025
Q2 		$978K Sell
3,375
-50
-1% -$14.4K 0.39% 75
2025
Q1 		$1.03M Hold
3,425
– – 0.42% 67
2024
Q4 		$946K Hold
3,425
– – 0.38% 70
2024
Q3 		$988K Buy
+3,425
New +$939K 0.39% 69

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

Carnegie Lake Advisors's CB Position: Q1 2026 in Review

Carnegie Lake Advisors held its Chubb (CB) position steady in Q1 2026 at 3,325 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #57.

Carnegie Lake Advisors first reported a position in CB in Q3 2024 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Carnegie Lake Advisors held 3,325 shares of Chubb worth $1.08M as of Q1 2026.
  • Carnegie Lake Advisors left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.43% of Carnegie Lake Advisors's portfolio in Q1 2026, its #57 holding.
  • Carnegie Lake Advisors first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.