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Disciplined Investors’s Chubb CB Stock Holding History

Disciplined Investors’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 		$1.41M Buy
4,324
+91
+2% +$29.2K 0.84% 35
2025
Q4 		$1.32M Buy
4,233
+3,256
+333% +$952K 0.87% 34
2025
Q3 		$276K Buy
977
+1
+0.1% +$275 0.2% 97
2025
Q2 		$283K Buy
976
+2
+0.2% +$576 0.22% 93
2025
Q1 		$294K Hold
974
– – 0.27% 84
2024
Q4 		$255K Buy
+974
New +$277K 0.25% 92

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

Disciplined Investors's CB Position: Q1 2026 in Review

Disciplined Investors increased its Chubb (CB) stake by 2.1% in Q1 2026, buying an estimated $29.2K and bringing the position to 4,324 shares worth $1.41M. The position accounts for 0.84% of the portfolio, ranked #35.

Disciplined Investors first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Disciplined Investors held 4,324 shares of Chubb worth $1.41M as of Q1 2026.
  • Disciplined Investors bought 91 Chubb shares in Q1 2026, an estimated $29.2K.
  • Chubb made up 0.84% of Disciplined Investors's portfolio in Q1 2026, its #35 holding.
  • Disciplined Investors first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.