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Cornerstone Financial Management’s Chubb CB Stock Holding History

Cornerstone Financial 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 		$18.6K Buy
57
+6
+12% +$1.93K 0.02% 209
2025
Q4 		$15.9K Buy
+51
New +$14.9K 0.01% 214

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VCM
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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

Cornerstone Financial Management's CB Position: Q1 2026 in Review

Cornerstone Financial Management increased its Chubb (CB) stake by 12% in Q1 2026, buying an estimated $1.93K and bringing the position to 57 shares worth $18.6K. The position accounts for 0.02% of the portfolio, ranked #209.

Cornerstone Financial 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.

  • Cornerstone Financial Management held 57 shares of Chubb worth $18.6K as of Q1 2026.
  • Cornerstone Financial Management bought 6 Chubb shares in Q1 2026, an estimated $1.93K.
  • Chubb made up 0.02% of Cornerstone Financial Management's portfolio in Q1 2026, its #209 holding.
  • Cornerstone Financial 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 Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.