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Constant Guidance Financial’s Chubb CB Stock Holding History

Constant Guidance Financial’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 		$2.28M Sell
7,009
-3,309
-32% -$1.06M 1.58% 11
2025
Q4 		$3.22M Buy
10,318
+2,391
+30% +$699K 2.27% 10
2025
Q3 		$2.24M Sell
7,927
-3,240
-29% -$892K 1.79% 14
2025
Q2 		$3.24M Buy
11,167
+2,517
+29% +$724K 3.25% 5
2025
Q1 		$2.61M Sell
8,650
-12,177
-58% -$3.38M 3.29% 7
2024
Q4 		$5.75M Buy
+20,827
New +$5.91M 4.96% 5

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

Constant Guidance Financial's CB Position: Q1 2026 in Review

Constant Guidance Financial reduced its Chubb (CB) stake by 32% in Q1 2026, selling an estimated $1.06M and leaving 7,009 shares worth $2.28M. The position accounts for 1.58% of the portfolio, ranked #11.

Constant Guidance Financial first reported a position in CB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.75M in Q4 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Constant Guidance Financial held 7,009 shares of Chubb worth $2.28M as of Q1 2026.
  • Constant Guidance Financial sold 3,309 Chubb shares in Q1 2026, an estimated $1.06M.
  • Chubb made up 1.58% of Constant Guidance Financial's portfolio in Q1 2026, its #11 holding.
  • Constant Guidance Financial first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • Constant Guidance Financial's Chubb position peaked at $5.75M in Q4 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.