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Fiduciary Group’s Chubb CB Stock Holding History

Fiduciary Group’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 		$1.41M Sell
4,327
-95
-2% -$30.5K 0.12% 134
2025
Q4 		$1.38M Sell
4,422
-610
-12% -$178K 0.12% 137
2025
Q3 		$1.42M Buy
5,032
+427
+9% +$118K 0.12% 133
2025
Q2 		$1.33M Buy
4,605
+36
+0.8% +$10.4K 0.13% 136
2025
Q1 		$1.38M Buy
4,569
+354
+8% +$98.4K 0.14% 128
2024
Q4 		$1.16M Buy
4,215
+1
+0% +$284 0.12% 136
2024
Q3 		$1.22M Buy
4,214
+122
+3% +$33.4K 0.12% 132
2024
Q2 		$1.04M Buy
4,092
+51
+1% +$13.1K 0.11% 138
2024
Q1 		$1.05M Buy
4,041
+182
+5% +$44.7K 0.11% 132
2023
Q4 		$872K Sell
3,859
-340
-8% -$74.4K 0.1% 136
2023
Q3 		$874K Buy
4,199
+284
+7% +$57.4K 0.11% 125
2023
Q2 		$754K Buy
3,915
+534
+16% +$105K 0.09% 135
2023
Q1 		$657K Buy
3,381
+372
+12% +$78.2K 0.09% 141
2022
Q4 		$664K Buy
3,009
+1,000
+50% +$208K 0.09% 138
2022
Q3 		$426K Buy
2,009
+420
+26% +$79.8K 0.06% 161
2022
Q2 		$308K Buy
1,589
+52
+3% +$10.7K 0.04% 193
2022
Q1 		$315K Hold
1,537
– – 0.04% 181
2021
Q4 		$297K Hold
1,537
– – 0.03% 197
2021
Q3 		$288K Hold
1,537
– – 0.03% 200
2021
Q2 		$265K Sell
1,537
-100
-6% -$16.6K 0.03% 207
2021
Q1 		$281K Sell
1,637
-99
-6% -$16K 0.03% 194
2020
Q4 		$288K Sell
1,736
-32
-2% -$4.49K 0.04% 184
2020
Q3 		$205K Sell
1,768
-732
-29% -$91.9K 0.03% 195
2020
Q2 		$317K Sell
2,500
-98
-4% -$11.4K 0.05% 156
2020
Q1 		$290K Sell
2,598
-234
-8% -$33.6K 0.06% 143
2019
Q4 		$441K Buy
2,832
+38
+1% +$5.82K 0.07% 139
2019
Q3 		$451K Sell
2,794
-394
-12% -$61K 0.08% 138
2019
Q2 		$470K Sell
3,188
-22
-0.7% -$3.18K 0.08% 131
2019
Q1 		$450K Buy
3,210
+117
+4% +$15.6K 0.08% 133
2018
Q4 		$400K Sell
3,093
-826
-21% -$107K 0.08% 130
2018
Q3 		$524K Sell
3,919
-500
-11% -$67.6K 0.1% 125
2018
Q2 		$561K Sell
4,419
-286
-6% -$38K 0.12% 114
2018
Q1 		$644K Sell
4,705
-570
-11% -$82.5K 0.14% 105
2017
Q4 		$771K Sell
5,275
-70
-1% -$10.5K 0.16% 99
2017
Q3 		$762K Sell
5,345
-433
-7% -$62.7K 0.17% 102
2017
Q2 		$840K Hold
5,778
– – 0.19% 96
2017
Q1 		$787K Sell
5,778
-210
-4% -$28.2K 0.19% 98
2016
Q4 		$791K Buy
5,988
+100
+2% +$12.8K 0.2% 95
2016
Q3 		$740K Sell
5,888
-45
-0.8% -$5.71K 0.2% 99
2016
Q2 		$776K Sell
5,933
-35
-0.6% -$4.31K 0.22% 95
2016
Q1 		$711K Buy
+5,968
New +$686K 0.21% 103
2015
Q4 		– Sell
-2,165
Closed -$224K – 180
2015
Q3 		$224K Hold
2,165
– – 0.07% 170
2015
Q2 		$220K Buy
+2,165
New +$233K 0.07% 180

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 Group's CB Position: Q1 2026 in Review

Fiduciary Group reduced its Chubb (CB) stake by 2.1% in Q1 2026, selling an estimated $30.5K and leaving 4,327 shares worth $1.41M. The position accounts for 0.12% of the portfolio, ranked #134.

Fiduciary Group first reported a position in CB in Q2 2015 and has held it in 43 quarters since. The position peaked at $1.42M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Fiduciary Group held 4,327 shares of Chubb worth $1.41M as of Q1 2026.
  • Fiduciary Group sold 95 Chubb shares in Q1 2026, an estimated $30.5K.
  • Chubb made up 0.12% of Fiduciary Group's portfolio in Q1 2026, its #134 holding.
  • Fiduciary Group first reported a position in Chubb in Q2 2015 and has held it in 43 quarters since.
  • Fiduciary Group's Chubb position peaked at $1.42M in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.