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Exencial Wealth Advisors’s Chubb CB Stock Holding History

Exencial Wealth Advisors’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 		$3.28M Sell
10,052
-537
-5% -$172K 0.1% 178
2025
Q4 		$3.31M Buy
10,589
+987
+10% +$289K 0.1% 174
2025
Q3 		$2.71M Sell
9,602
-223
-2% -$61.4K 0.09% 188
2025
Q2 		$2.85M Buy
9,825
+521
+6% +$150K 0.1% 184
2025
Q1 		$2.81M Buy
9,304
+414
+5% +$115K 0.1% 180
2024
Q4 		$2.46M Buy
8,890
+100
+1% +$28.4K 0.09% 191
2024
Q3 		$2.53M Sell
8,790
-384
-4% -$105K 0.09% 193
2024
Q2 		$2.34M Buy
9,174
+624
+7% +$160K 0.09% 193
2024
Q1 		$2.22M Buy
8,550
+717
+9% +$176K 0.08% 201
2023
Q4 		$1.77M Sell
7,833
-571
-7% -$125K 0.07% 211
2023
Q3 		$1.75M Buy
8,404
+2,286
+37% +$462K 0.08% 186
2023
Q2 		$1.18M Buy
6,118
+3,619
+145% +$709K 0.05% 223
2023
Q1 		$485K Buy
2,499
+170
+7% +$35.7K 0.03% 285
2022
Q4 		$514K Buy
2,329
+475
+26% +$98.8K 0.03% 283
2022
Q3 		$337K Buy
1,854
+4
+0.2% +$760 0.02% 325
2022
Q2 		$364K Buy
1,850
+119
+7% +$24.5K 0.02% 315
2022
Q1 		$370K Sell
1,731
-964
-36% -$196K 0.02% 324
2021
Q4 		$521K Buy
+2,695
New +$506K 0.03% 303
2021
Q3 		– Sell
-2,530
Closed -$402K – 341
2021
Q2 		$402K Buy
2,530
+66
+3% +$10.9K 0.02% 343
2021
Q1 		$389K Buy
+2,464
New +$397K 0.02% 312

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

Exencial Wealth Advisors's CB Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Chubb (CB) stake by 5.1% in Q1 2026, selling an estimated $172K and leaving 10,052 shares worth $3.28M. The position accounts for 0.1% of the portfolio, ranked #178.

Exencial Wealth Advisors first reported a position in CB in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.31M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Exencial Wealth Advisors held 10,052 shares of Chubb worth $3.28M as of Q1 2026.
  • Exencial Wealth Advisors sold 537 Chubb shares in Q1 2026, an estimated $172K.
  • Chubb made up 0.1% of Exencial Wealth Advisors's portfolio in Q1 2026, its #178 holding.
  • Exencial Wealth Advisors first reported a position in Chubb in Q1 2021 and has held it in 20 quarters since.
  • Exencial Wealth Advisors's Chubb position peaked at $3.31M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.