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Delta Financial Group’s Chubb CB Stock Holding History

Delta Financial Group’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
2025
Q1 		$410K Buy
1,406
+1
+0.1% +$278 0.09% 154
2024
Q4 		$388K Buy
1,405
+112
+9% +$31.8K 0.09% 158
2024
Q3 		$373K Hold
1,293
– – 0.14% 84
2024
Q2 		$330K Buy
1,293
+173
+15% +$44.4K 0.14% 85
2024
Q1 		$290K Buy
1,120
+46
+4% +$11.3K 0.09% 182
2023
Q4 		$243K Hold
1,074
– – 0.08% 188
2023
Q3 		$223K Sell
1,074
-6
-0.6% -$1.21K 0.08% 180
2023
Q2 		$208K Hold
1,080
– – 0.24% 78
2023
Q1 		$210K Buy
1,080
+1
+0.1% +$210 0.08% 167
2022
Q4 		$238K Buy
+1,079
New +$224K 0.11% 143

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delta Financial Group's CB Position: Q1 2025 in Review

Delta Financial Group increased its Chubb (CB) stake by 0.07% in Q1 2025, buying an estimated $278 and bringing the position to 1,406 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #154.

Delta Financial Group first reported a position in CB in Q4 2022 and has held it in 10 quarters since. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Delta Financial Group held 1,406 shares of Chubb worth $410K as of Q1 2025.
  • Delta Financial Group bought 1 Chubb share in Q1 2025, an estimated $278.
  • Chubb made up 0.09% of Delta Financial Group's portfolio in Q1 2025, its #154 holding.
  • Delta Financial Group first reported a position in Chubb in Q4 2022 and has held it in 10 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.