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CVA Family Office’s Chubb CB Stock Holding History

CVA Family Office’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 		$404K Buy
1,241
+200
+19% +$64.2K 0.04% 204
2025
Q4 		$325K Buy
1,041
+55
+6% +$16.1K 0.04% 227
2025
Q3 		$278K Buy
986
+48
+5% +$13.2K 0.04% 241
2025
Q2 		$272K Sell
938
-6
-0.6% -$1.73K 0.04% 242
2025
Q1 		$285K Buy
944
+23
+2% +$6.39K 0.04% 223
2024
Q4 		$254K Buy
921
+48
+5% +$13.6K 0.04% 235
2024
Q3 		$252K Buy
873
+5
+0.6% +$1.37K 0.04% 223
2024
Q2 		$221K Buy
868
+10
+1% +$2.57K 0.04% 226
2024
Q1 		$222K Sell
858
-113
-12% -$27.8K 0.04% 226
2023
Q4 		$219K Sell
971
-21
-2% -$4.59K 0.04% 222
2023
Q3 		$207K Buy
992
+70
+8% +$14.2K 0.05% 215
2023
Q2 		$178K Sell
922
-10
-1% -$1.96K 0.04% 236
2023
Q1 		$181K Buy
932
+36
+4% +$7.57K 0.04% 232
2022
Q4 		$198K Sell
896
-20
-2% -$4.16K 0.05% 208
2022
Q3 		$167K Buy
916
+205
+29% +$38.9K 0.05% 187
2022
Q2 		$140K Sell
711
-330
-32% -$68K 0.04% 198
2022
Q1 		$223K Buy
1,041
+330
+46% +$67.1K 0.05% 167
2021
Q4 		$137K Buy
711
+61
+9% +$11.5K 0.03% 201
2021
Q3 		$75K Buy
650
+194
+43% +$34K 0.05% 140
2021
Q2 		$72K Sell
456
-130
-22% -$21.5K 0.02% 292
2021
Q1 		$93K Buy
586
+3
+0.5% +$483 0.04% 188
2020
Q4 		$90K Sell
583
-67
-10% -$9.39K 0.06% 139
2020
Q3 		$75K Hold
650
– – 0.05% 140
2020
Q2 		$82K Buy
650
+50
+8% +$5.79K 0.07% 126
2020
Q1 		$67K Buy
+600
New +$86K 0.07% 123

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

CVA Family Office's CB Position: Q1 2026 in Review

CVA Family Office increased its Chubb (CB) stake by 19% in Q1 2026, buying an estimated $64.2K and bringing the position to 1,241 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #204.

CVA Family Office first reported a position in CB in Q1 2020 and has held it in 25 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • CVA Family Office held 1,241 shares of Chubb worth $404K as of Q1 2026.
  • CVA Family Office bought 200 Chubb shares in Q1 2026, an estimated $64.2K.
  • Chubb made up 0.04% of CVA Family Office's portfolio in Q1 2026, its #204 holding.
  • CVA Family Office first reported a position in Chubb in Q1 2020 and has held it in 25 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.