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Cresset Asset Management’s Chubb CB Stock Holding History

Cresset Asset 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 		$338 Hold
200
– – ﹤0.01% 1651
2025
Q4 		$62.4K Hold
200
– – ﹤0.01% 1602
2025
Q3 		$56.5K Buy
+200
New +$55K ﹤0.01% 1522

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

Cresset Asset Management's CB Position: Q1 2026 in Review

Cresset Asset Management reduced its Chubb (CB) stake by 6.9% in Q1 2026, selling an estimated $1.37M and leaving 57,225 shares worth $18.7M. The position accounts for 0.08% of the portfolio, ranked #160.

Cresset Asset Management first reported a position in CB in Q4 2018 and has held it in 30 quarters since. The position peaked at $29.3M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Cresset Asset Management held 57,225 shares of Chubb worth $18.7M as of Q1 2026.
  • Cresset Asset Management sold 4,258 Chubb shares in Q1 2026, an estimated $1.37M.
  • Chubb made up 0.08% of Cresset Asset Management's portfolio in Q1 2026, its #160 holding.
  • Cresset Asset Management first reported a position in Chubb in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Chubb position peaked at $29.3M in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.