Circle Wealth Management’s Chubb CB Stock Holding History

Circle 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	$210K	Hold	645	–	–	﹤0.01%	258
2025 Q4	$201K	Buy	+645	New	+$189K	﹤0.01%	239

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Circle Wealth Management's CB Position: Q1 2026 in Review

Circle Wealth Management held its Chubb (CB) position steady in Q1 2026 at 645 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Circle Wealth Management first reported a position in CB in Q4 2025 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Circle Wealth Management held 645 shares of Chubb worth $210K as of Q1 2026.
Circle Wealth Management left its Chubb share count unchanged in Q1 2026.
Chubb made up ﹤0.01% of Circle Wealth Management's portfolio in Q1 2026, its #258 holding.
Circle Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 2 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.