Essex Financial Services’s Chubb CB Stock Holding History

Essex Financial Services’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	$1.82M	Buy	5,569 +48	+0.9%	+$15.4K	0.1%	185
2025 Q4	$1.72M	Buy	5,521 +537	+11%	+$157K	0.1%	189
2025 Q3	$1.41M	Sell	4,984 -213	-4%	-$58.6K	0.08%	204
2025 Q2	$1.51M	Buy	5,197 +607	+13%	+$175K	0.1%	189
2025 Q1	$1.39M	Sell	4,590 -634	-12%	-$176K	0.1%	186
2024 Q4	$1.44M	Buy	5,224 +592	+13%	+$168K	0.1%	178
2024 Q3	$1.38M	Sell	4,632 -838	-15%	-$230K	0.1%	189
2024 Q2	$1.47M	Buy	5,470 +1,041	+24%	+$267K	0.11%	176
2024 Q1	$1.15M	Buy	4,429 +313	+8%	+$77K	0.11%	185
2023 Q4	$930K	Buy	4,116 +85	+2%	+$18.6K	0.1%	204
2023 Q3	$839K	Sell	4,031 -196	-5%	-$39.6K	0.1%	198
2023 Q2	$814K	Buy	4,227 +82	+2%	+$16.1K	0.09%	205
2023 Q1	$805K	Buy	4,145 +8	+0.2%	+$1.68K	0.08%	215
2022 Q4	$912K	Sell	4,137 -8	-0.2%	-$1.66K	0.1%	192
2022 Q3	$754K	Buy	4,145 +6	+0.1%	+$1.14K	0.09%	198
2022 Q2	$814K	Sell	4,139 -139	-3%	-$28.6K	0.09%	204
2022 Q1	$915K	Buy	4,278 +16	+0.4%	+$3.25K	0.09%	210
2021 Q4	$824K	Buy	4,262 +87	+2%	+$16.3K	0.08%	223
2021 Q3	$724K	Buy	4,175 +381	+10%	+$66.8K	0.08%	227
2021 Q2	$599K	Hold	3,794	–	–	0.09%	217
2021 Q1	$599K	Buy	3,794 +424	+13%	+$68.3K	0.11%	183
2020 Q4	$519K	Buy	3,370 +89	+3%	+$12.5K	0.1%	183
2020 Q3	$381K	Buy	3,281 +198	+6%	+$24.9K	0.09%	191
2020 Q2	$390K	Buy	3,083 +180	+6%	+$20.9K	0.12%	160
2020 Q1	$324K	Sell	2,903 -1,699	-37%	-$244K	0.12%	175
2019 Q4	$716K	Sell	4,602 -6,092	-57%	-$932K	0.2%	117
2019 Q3	$1.73M	Buy	10,694 +13	+0.1%	+$2.01K	0.56%	53
2019 Q2	$1.57M	Buy	10,681 +16	+0.2%	+$2.31K	0.46%	61
2019 Q1	$1.49M	Sell	10,665 -931	-8%	-$124K	0.45%	60
2018 Q4	$1.5M	Buy	11,596 +50	+0.4%	+$6.46K	0.46%	61
2018 Q3	$1.54M	Sell	11,546 -1,590	-12%	-$215K	0.34%	77
2018 Q2	$1.67M	Sell	13,136 -131	-1%	-$17.4K	0.4%	66
2018 Q1	$1.81M	Sell	13,267 -523	-4%	-$75.7K	0.36%	79
2017 Q4	$2.02M	Sell	13,790 -1,105	-7%	-$165K	0.48%	57
2017 Q3	$2.12M	Sell	14,895 -1,111	-7%	-$161K	0.52%	51
2017 Q2	$1.42M	Buy	16,006 +129	+0.8%	+$18.2K	0.3%	87
2017 Q1	$2.16M	Sell	15,877 -201	-1%	-$27K	0.5%	52
2016 Q4	$2.12M	Buy	16,078 +1,442	+10%	+$184K	0.46%	60
2016 Q3	$1.84M	Buy	14,636 +1,066	+8%	+$135K	0.44%	60
2016 Q2	$1.77M	Sell	13,570 -149	-1%	-$18.4K	0.43%	64
2016 Q1	$1.63M	Buy	13,719 +398	+3%	+$45.7K	0.4%	64
2015 Q4	$1.56M	Buy	13,321 +681	+5%	+$77.1K	0.37%	70
2015 Q3	$1.31M	Sell	12,640 -35	-0.3%	-$3.66K	0.34%	76
2015 Q2	$1.29M	Sell	12,675 -1,400	-10%	-$151K	0.33%	77
2015 Q1	$1.57M	Sell	14,075 -2,061	-13%	-$232K	0.4%	63
2014 Q4	$1.85M	Sell	16,136 -955	-6%	-$106K	0.48%	54
2014 Q3	$1.79M	Sell	17,091 -545	-3%	-$56.8K	0.54%	47
2014 Q2	$1.83M	Sell	17,636 -1,470	-8%	-$151K	0.55%	44
2014 Q1	$1.89M	Sell	19,106 -2,570	-12%	-$249K	0.62%	34
2013 Q4	$2.24M	Buy	21,676 +450	+2%	+$44.2K	0.76%	33
2013 Q3	$1.99K	Sell	21,226 -500	-2%	-$45.7K	0.62%	37
2013 Q2	$1.94M	Buy	+21,726	New	+$1.95M	0.68%	34

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

Essex Financial Services's CB Position: Q1 2026 in Review

Essex Financial Services increased its Chubb (CB) stake by 0.87% in Q1 2026, buying an estimated $15.4K and bringing the position to 5,569 shares worth $1.82M. The position accounts for 0.1% of the portfolio, ranked #185.

Essex Financial Services first reported a position in CB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.24M in Q4 2013. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Essex Financial Services held 5,569 shares of Chubb worth $1.82M as of Q1 2026.
Essex Financial Services bought 48 Chubb shares in Q1 2026, an estimated $15.4K.
Chubb made up 0.1% of Essex Financial Services's portfolio in Q1 2026, its #185 holding.
Essex Financial Services first reported a position in Chubb in Q2 2013 and has held it in 52 quarters since.
Essex Financial Services's Chubb position peaked at $2.24M in Q4 2013.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.