Clifford Group’s Chubb CB Stock Holding History

Clifford 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	$236K	Buy	725 +82	+13%	+$26.3K	0.18%	69
2025 Q4	$201K	Buy	+643	New	+$188K	0.16%	76

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

Clifford Group's CB Position: Q1 2026 in Review

Clifford Group increased its Chubb (CB) stake by 13% in Q1 2026, buying an estimated $26.3K and bringing the position to 725 shares worth $236K. The position accounts for 0.18% of the portfolio, ranked #69.

Clifford Group 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.

Clifford Group held 725 shares of Chubb worth $236K as of Q1 2026.
Clifford Group bought 82 Chubb shares in Q1 2026, an estimated $26.3K.
Chubb made up 0.18% of Clifford Group's portfolio in Q1 2026, its #69 holding.
Clifford Group 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 Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.