D'Orazio & Associates’s Chubb CB Stock Holding History

D'Orazio & Associates’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	$275K	Buy	843 +1	+0.1%	+$321	0.04%	215
2025 Q4	$263K	Buy	842 +63	+8%	+$18.4K	0.03%	215
2025 Q3	$220K	Sell	779 -25	-3%	-$6.88K	0.03%	241
2025 Q2	$233K	Buy	804 +40	+5%	+$11.5K	0.03%	223
2025 Q1	$231K	Sell	764 -1	-0.1%	-$278	0.04%	207
2024 Q4	$211K	Buy	765 +29	+4%	+$8.23K	0.03%	214
2024 Q3	$212K	Buy	+736	New	+$202K	0.03%	211
2021 Q4	–	Sell	-266	Closed	-$46K	–	194
2021 Q3	$46K	Buy	266 +16	+6%	+$2.81K	0.01%	217
2021 Q2	$40K	Hold	250	–	–	0.01%	190
2021 Q1	$39K	Buy	250 +42	+20%	+$6.77K	0.01%	182
2020 Q4	$32K	Hold	208	–	–	0.01%	182
2020 Q3	$24K	Hold	208	–	–	0.01%	183
2020 Q2	$26K	Hold	208	–	–	0.01%	182
2020 Q1	$23K	Hold	208	–	–	0.01%	175
2019 Q4	$32K	Hold	208	–	–	0.01%	179
2019 Q3	$34K	Buy	+208	New	+$32.2K	0.01%	167
2015 Q4	–	Sell	-26	Closed	-$3K	–	267
2015 Q3	$3K	Buy	+26	New	+$2.72K	﹤0.01%	255

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

D'Orazio & Associates's CB Position: Q1 2026 in Review

D'Orazio & Associates increased its Chubb (CB) stake by 0.12% in Q1 2026, buying an estimated $321 and bringing the position to 843 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #215.

D'Orazio & Associates first reported a position in CB in Q3 2015 and has held it in 17 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

D'Orazio & Associates held 843 shares of Chubb worth $275K as of Q1 2026.
D'Orazio & Associates bought 1 Chubb share in Q1 2026, an estimated $321.
Chubb made up 0.04% of D'Orazio & Associates's portfolio in Q1 2026, its #215 holding.
D'Orazio & Associates first reported a position in Chubb in Q3 2015 and has held it in 17 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.