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Carson Advisory’s Chubb CB Stock Holding History

Carson Advisory’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 		$450K Sell
1,380
-21
-1% -$6.74K 0.23% 94
2025
Q4 		$437K Hold
1,401
– – 0.23% 91
2025
Q3 		$395K Buy
1,401
+13
+0.9% +$3.58K 0.21% 100
2025
Q2 		$402K Buy
1,388
+8
+0.6% +$2.3K 0.26% 91
2025
Q1 		$417K Hold
1,380
– – 0.28% 79
2024
Q4 		$381K Sell
1,380
-20
-1% -$5.68K 0.27% 89
2024
Q3 		$404K Sell
1,400
-88
-6% -$24.1K 0.25% 102
2024
Q2 		$380K Sell
1,488
-75
-5% -$19.3K 0.27% 97
2024
Q1 		$405K Buy
1,563
+2
+0.1% +$492 0.28% 94
2023
Q4 		$353K Buy
1,561
+14
+0.9% +$3.06K 0.27% 99
2023
Q3 		$322K Buy
1,547
+294
+23% +$59.4K 0.28% 98
2023
Q2 		$241K Hold
1,253
– – 0.2% 126
2023
Q1 		$243K Sell
1,253
-299
-19% -$62.8K 0.22% 117
2022
Q4 		$342K Buy
1,552
+22
+1% +$4.58K 0.33% 79
2022
Q3 		$278K Sell
1,530
-23
-1% -$4.37K 0.31% 86
2022
Q2 		$305K Buy
1,553
+101
+7% +$20.8K 0.34% 84
2022
Q1 		$311K Buy
1,452
+37
+3% +$7.52K 0.31% 87
2021
Q4 		$274K Buy
+1,415
New +$266K 0.28% 92

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

Carson Advisory's CB Position: Q1 2026 in Review

Carson Advisory reduced its Chubb (CB) stake by 1.5% in Q1 2026, selling an estimated $6.74K and leaving 1,380 shares worth $450K. The position accounts for 0.23% of the portfolio, ranked #94.

Carson Advisory first reported a position in CB in Q4 2021 and has held it in 18 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Carson Advisory held 1,380 shares of Chubb worth $450K as of Q1 2026.
  • Carson Advisory sold 21 Chubb shares in Q1 2026, an estimated $6.74K.
  • Chubb made up 0.23% of Carson Advisory's portfolio in Q1 2026, its #94 holding.
  • Carson Advisory first reported a position in Chubb in Q4 2021 and has held it in 18 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.