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Cyndeo Wealth Partners’s Chubb CB Stock Holding History

Cyndeo Wealth Partners’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 		$9.44M Buy
28,958
+3,935
+16% +$1.26M 0.5% 63
2025
Q4 		$7.81M Buy
25,023
+655
+3% +$192K 0.42% 68
2025
Q3 		$6.88M Sell
24,368
-2,375
-9% -$654K 0.38% 76
2025
Q2 		$7.75M Buy
26,743
+403
+2% +$116K 0.46% 65
2025
Q1 		$7.95M Buy
26,340
+7,205
+38% +$2M 0.52% 58
2024
Q4 		$5.29M Buy
19,135
+237
+1% +$67.3K 0.36% 83
2024
Q3 		$5.45M Sell
18,898
-12,546
-40% -$3.44M 0.38% 83
2024
Q2 		$8.02M Buy
31,444
+405
+1% +$104K 0.63% 37
2024
Q1 		$8.04M Buy
31,039
+803
+3% +$197K 0.67% 34
2023
Q4 		$6.83M Sell
30,236
-2,216
-7% -$485K 0.63% 41
2023
Q3 		$6.76M Buy
32,452
+14,138
+77% +$2.86M 0.7% 38
2023
Q2 		$3.53M Buy
18,314
+15,512
+554% +$3.04M 0.37% 93
2023
Q1 		$544K Buy
2,802
+27
+1% +$5.67K 0.06% 213
2022
Q4 		$612K Buy
+2,775
New +$577K 0.07% 197

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

Cyndeo Wealth Partners's CB Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Chubb (CB) stake by 16% in Q1 2026, buying an estimated $1.26M and bringing the position to 28,958 shares worth $9.44M. The position accounts for 0.5% of the portfolio, ranked #63.

Cyndeo Wealth Partners first reported a position in CB in Q4 2022 and has held it in 14 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Cyndeo Wealth Partners held 28,958 shares of Chubb worth $9.44M as of Q1 2026.
  • Cyndeo Wealth Partners bought 3,935 Chubb shares in Q1 2026, an estimated $1.26M.
  • Chubb made up 0.5% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #63 holding.
  • Cyndeo Wealth Partners first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.