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Financial Perspectives’s Chubb CB Stock Holding History

Financial Perspectives’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 		$35.5K Hold
109
– – 0.01% 358
2025
Q4 		$34K Hold
109
– – 0.01% 370
2025
Q3 		$30.8K Buy
109
+15
+16% +$4.13K 0.01% 383
2025
Q2 		$27.2K Hold
94
– – 0.01% 383
2025
Q1 		$28.4K Hold
94
– – 0.01% 362
2024
Q4 		$26K Hold
94
– – 0.01% 379
2024
Q3 		$27.1K Hold
94
– – 0.01% 351
2024
Q2 		$24K Hold
94
– – 0.01% 359
2024
Q1 		$24.4K Sell
94
-2
-2% -$492 0.01% 355
2023
Q4 		$21.7K Buy
96
+2
+2% +$437 0.01% 369
2023
Q3 		$19.6K Hold
94
– – 0.01% 362
2023
Q2 		$18.1K Hold
94
– – 0.01% 372
2023
Q1 		$18.3K Hold
94
– – 0.01% 367
2022
Q4 		$20.7K Hold
94
– – 0.01% 352
2022
Q3 		$17.1K Hold
94
– – 0.01% 368
2022
Q2 		$18.5K Hold
94
– – 0.01% 361
2022
Q1 		$20.1K Hold
94
– – 0.01% 374
2021
Q4 		$18.2K Hold
94
– – 0.01% 368
2021
Q3 		$16.3K Hold
94
– – 0.01% 378
2021
Q2 		$14.9K Sell
94
-14,755
-99% -$2.45M 0.01% 417
2021
Q1 		$94K Buy
14,849
+14,755
+15,697% +$2.38M ﹤0.01% 515
2020
Q4 		$14.5K Hold
94
– – 0.01% 365
2020
Q3 		$10.9K Hold
94
– – 0.01% 361
2020
Q2 		$11.9K Hold
94
– – 0.01% 333
2020
Q1 		$10.5K Hold
94
– – 0.01% 321
2019
Q4 		$14.6K Buy
+94
New +$14.4K 0.01% 292

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 Perspectives's CB Position: Q1 2026 in Review

Financial Perspectives held its Chubb (CB) position steady in Q1 2026 at 109 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #358.

Financial Perspectives first reported a position in CB in Q4 2019 and has held it in 26 quarters since. The position peaked at $94K in Q1 2021. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Financial Perspectives held 109 shares of Chubb worth $35.5K as of Q1 2026.
  • Financial Perspectives left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.01% of Financial Perspectives's portfolio in Q1 2026, its #358 holding.
  • Financial Perspectives first reported a position in Chubb in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Chubb position peaked at $94K in Q1 2021.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.