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Charter Research & Investment Group’s Chubb CB Stock Holding History

Charter Research & Investment Group’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 		$249K Hold
765
– – 0.17% 77
2025
Q4 		$239K Hold
765
– – 0.16% 74
2025
Q3 		$216K Sell
765
-55
-7% -$15.1K 0.15% 83
2025
Q2 		$238K Hold
820
– – 0.18% 73
2025
Q1 		$248K Hold
820
– – 0.19% 74
2024
Q4 		$227K Hold
820
– – 0.17% 76
2024
Q3 		$236K Hold
820
– – 0.17% 76
2024
Q2 		$209K Hold
820
– – 0.16% 80
2024
Q1 		$212K Buy
+820
New +$202K 0.17% 81

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 $315B AUM 27.84% 1-Year Est. Return

Charter Research & Investment Group's CB Position: Q1 2026 in Review

Charter Research & Investment Group held its Chubb (CB) position steady in Q1 2026 at 765 shares worth $249K. The position accounts for 0.17% of the portfolio, ranked #77.

Charter Research & Investment Group first reported a position in CB in Q1 2024 and has held it in 9 quarters since. 2,108 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Charter Research & Investment Group held 765 shares of Chubb worth $249K as of Q1 2026.
  • Charter Research & Investment Group left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.17% of Charter Research & Investment Group's portfolio in Q1 2026, its #77 holding.
  • Charter Research & Investment Group first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.