Connecticut Wealth Management’s Chubb CB Stock Holding History

Connecticut 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	$1.05M	Sell	3,223 -411	-11%	-$132K	0.04%	151
2025 Q4	$1.13M	Hold	3,634	–	–	0.05%	147
2025 Q3	$1.03M	Buy	3,634 +48	+1%	+$13.2K	0.05%	155
2025 Q2	$1.04M	Sell	3,586 -10	-0.3%	-$2.88K	0.05%	146
2025 Q1	$1.09M	Sell	3,596 -49	-1%	-$13.6K	0.06%	142
2024 Q4	$1.01M	Buy	3,645 +103	+3%	+$29.2K	0.05%	131
2024 Q3	$1.02M	Hold	3,542	–	–	0.05%	153
2024 Q2	$903K	Buy	3,542 +42	+1%	+$10.8K	0.05%	160
2024 Q1	$907K	Sell	3,500 -58	-2%	-$14.3K	0.05%	160
2023 Q4	$804K	Sell	3,558 -222	-6%	-$48.5K	0.05%	165
2023 Q3	$787K	Buy	3,780 +580	+18%	+$117K	0.05%	130
2023 Q2	$616K	Buy	3,200 +279	+10%	+$54.7K	0.04%	134
2023 Q1	$567K	Buy	+2,921	New	+$614K	0.04%	134

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

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

Connecticut Wealth Management reduced its Chubb (CB) stake by 11% in Q1 2026, selling an estimated $132K and leaving 3,223 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #151.

Connecticut Wealth Management first reported a position in CB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Connecticut Wealth Management held 3,223 shares of Chubb worth $1.05M as of Q1 2026.
Connecticut Wealth Management sold 411 Chubb shares in Q1 2026, an estimated $132K.
Chubb made up 0.04% of Connecticut Wealth Management's portfolio in Q1 2026, its #151 holding.
Connecticut Wealth Management first reported a position in Chubb in Q1 2023 and has held it in 13 quarters since.
Connecticut Wealth Management's Chubb position peaked at $1.13M in Q4 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.