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Fiduciary Alliance’s Chubb CB Stock Holding History

Fiduciary Alliance’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 		$271K Buy
828
+6
+0.7% +$1.93K 0.02% 466
2025
Q4 		$256K Sell
822
-4
-0.5% -$1.17K 0.02% 449
2025
Q3 		$233K Sell
826
-79
-9% -$21.7K 0.02% 459
2025
Q2 		$262K Buy
905
+61
+7% +$17.6K 0.02% 413
2025
Q1 		$255K Buy
+844
New +$235K 0.03% 339
2023
Q3 		– Sell
-478
Closed -$92K – 277
2023
Q2 		$92K Buy
+478
New +$93.6K 0.02% 225
2023
Q1 		– Sell
-197
Closed -$43.5K – 252
2022
Q4 		$43.5K Buy
+197
New +$41K 0.01% 235

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

Fiduciary Alliance's CB Position: Q1 2026 in Review

Fiduciary Alliance increased its Chubb (CB) stake by 0.73% in Q1 2026, buying an estimated $1.93K and bringing the position to 828 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #466.

Fiduciary Alliance first reported a position in CB in Q4 2022 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Fiduciary Alliance held 828 shares of Chubb worth $271K as of Q1 2026.
  • Fiduciary Alliance bought 6 Chubb shares in Q1 2026, an estimated $1.93K.
  • Chubb made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #466 holding.
  • Fiduciary Alliance first reported a position in Chubb in Q4 2022 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.