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Cherry Tree Wealth Management’s Chubb CB Stock Holding History

Cherry Tree Wealth Management’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 		$36.5K Hold
112
– – 0.01% 302
2025
Q4 		$35K Buy
112
+31
+38% +$9.06K 0.01% 304
2025
Q3 		$22.9K Hold
81
– – 0.01% 325
2025
Q2 		$23.5K Sell
81
-38
-32% -$10.9K 0.01% 321
2025
Q1 		$35.9K Buy
119
+43
+57% +$11.9K 0.01% 284
2024
Q4 		$21K Hold
76
– – 0.01% 334
2024
Q3 		$21.9K Hold
76
– – 0.01% 332
2024
Q2 		$19.4K Buy
76
+29
+62% +$7.45K ﹤0.01% 333
2024
Q1 		$12.2K Hold
47
– – ﹤0.01% 359
2023
Q4 		$10.6K Hold
47
– – ﹤0.01% 352
2023
Q3 		$9.79K Buy
47
+38
+422% +$7.68K ﹤0.01% 343
2023
Q2 		$1.73K Buy
+9
New +$1.76K ﹤0.01% 503

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cherry Tree Wealth Management's CB Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Chubb (CB) position steady in Q1 2026 at 112 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #302.

Cherry Tree Wealth Management first reported a position in CB in Q2 2023 and has held it in 12 quarters since. 2,114 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Cherry Tree Wealth Management held 112 shares of Chubb worth $36.5K as of Q1 2026.
  • Cherry Tree Wealth Management left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #302 holding.
  • Cherry Tree Wealth Management first reported a position in Chubb in Q2 2023 and has held it in 12 quarters since.
  • 2,114 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.