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Compass Wealth Management’s Chubb CB Stock Holding History

Compass 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 		$6.16M Buy
18,914
+263
+1% +$84.4K 1.52% 23
2025
Q4 		$5.82M Buy
18,651
+1,936
+12% +$566K 1.45% 26
2025
Q3 		$4.72M Buy
16,715
+913
+6% +$251K 1.05% 35
2025
Q2 		$4.58M Sell
15,802
-375
-2% -$108K 1.09% 36
2025
Q1 		$4.89M Buy
16,177
+531
+3% +$148K 1.25% 27
2024
Q4 		$4.32M Buy
15,646
+128
+0.8% +$36.3K 1.04% 33
2024
Q3 		$4.48M Buy
15,518
+4,016
+35% +$1.1M 1.05% 36
2024
Q2 		$2.93M Buy
11,502
+1,646
+17% +$423K 0.72% 52
2024
Q1 		$2.55M Buy
9,856
+789
+9% +$194K 0.64% 56
2023
Q4 		$1.72M Buy
9,067
+4,158
+85% +$909K 0.48% 67
2023
Q3 		$1.02M Buy
4,909
+897
+22% +$181K 0.32% 84
2023
Q2 		$773K Sell
4,012
-120
-3% -$23.5K 0.23% 95
2023
Q1 		$802K Hold
4,132
– – 0.26% 97
2022
Q4 		$912K Buy
+4,132
New +$860K 0.3% 87

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

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

Compass Wealth Management increased its Chubb (CB) stake by 1.4% in Q1 2026, buying an estimated $84.4K and bringing the position to 18,914 shares worth $6.16M. The position accounts for 1.52% of the portfolio, ranked #23.

Compass Wealth Management first reported a position in CB in Q4 2022 and has held it in 14 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Compass Wealth Management held 18,914 shares of Chubb worth $6.16M as of Q1 2026.
  • Compass Wealth Management bought 263 Chubb shares in Q1 2026, an estimated $84.4K.
  • Chubb made up 1.52% of Compass Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Compass Wealth Management first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.