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Facet Wealth Inc’s Chubb CB Stock Holding History

Facet Wealth Inc’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 		$381K Buy
1,169
+63
+6% +$20.2K 0.01% 210
2025
Q4 		$336K Buy
1,106
+262
+31% +$76.6K 0.01% 207
2025
Q3 		$238K Buy
844
+87
+11% +$23.9K ﹤0.01% 194
2025
Q2 		$201K Buy
+757
New +$218K ﹤0.01% 173

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

Facet Wealth Inc's CB Position: Q1 2026 in Review

Facet Wealth Inc increased its Chubb (CB) stake by 5.7% in Q1 2026, buying an estimated $20.2K and bringing the position to 1,169 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #210.

Facet Wealth Inc first reported a position in CB in Q2 2025 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Facet Wealth Inc held 1,169 shares of Chubb worth $381K as of Q1 2026.
  • Facet Wealth Inc bought 63 Chubb shares in Q1 2026, an estimated $20.2K.
  • Chubb made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #210 holding.
  • Facet Wealth Inc first reported a position in Chubb in Q2 2025 and has held it in 4 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.