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Financial Consulate’s Chubb CB Stock Holding History

Financial Consulate’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 		$27.7K Buy
85
+12
+16% +$3.85K ﹤0.01% 429
2025
Q4 		$22.8K Sell
73
-58
-44% -$17K ﹤0.01% 447
2025
Q3 		$37K Buy
+131
New +$36.1K 0.01% 356

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

Financial Consulate's CB Position: Q1 2026 in Review

Financial Consulate increased its Chubb (CB) stake by 16% in Q1 2026, buying an estimated $3.85K and bringing the position to 85 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Financial Consulate first reported a position in CB in Q3 2025 and has held it in 3 quarters since. The position peaked at $37K in Q3 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Financial Consulate held 85 shares of Chubb worth $27.7K as of Q1 2026.
  • Financial Consulate bought 12 Chubb shares in Q1 2026, an estimated $3.85K.
  • Chubb made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #429 holding.
  • Financial Consulate first reported a position in Chubb in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Chubb position peaked at $37K in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.