First Foundation Advisors’s Chubb CB Stock Holding History

First Foundation Advisors’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	$262K	Sell	805 -24	-3%	-$7.7K	0.01%	300
2025 Q4	$259K	Buy	829 +56	+7%	+$16.4K	0.01%	296
2025 Q3	$218K	Buy	+773	New	+$213K	0.01%	311
2024 Q3	–	Sell	-497	Closed	-$127K	–	366
2024 Q2	$127K	Sell	497 -55	-10%	-$14.1K	﹤0.01%	354
2024 Q1	$143K	Buy	552 +229	+71%	+$56.3K	0.01%	357
2023 Q4	$73K	Sell	323 -1,245	-79%	-$272K	﹤0.01%	401
2023 Q3	$326K	Buy	1,568 +388	+33%	+$78.4K	0.02%	312
2023 Q2	$227K	Buy	+1,180	New	+$231K	0.01%	362
2023 Q1	–	Sell	-1,005	Closed	-$222K	–	395
2022 Q4	$222K	Buy	+1,005	New	+$209K	0.01%	354

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Foundation Advisors's CB Position: Q1 2026 in Review

First Foundation Advisors reduced its Chubb (CB) stake by 2.9% in Q1 2026, selling an estimated $7.7K and leaving 805 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #300.

First Foundation Advisors first reported a position in CB in Q4 2022 and has held it in 9 quarters since. The position peaked at $326K in Q3 2023. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

First Foundation Advisors held 805 shares of Chubb worth $262K as of Q1 2026.
First Foundation Advisors sold 24 Chubb shares in Q1 2026, an estimated $7.7K.
Chubb made up 0.01% of First Foundation Advisors's portfolio in Q1 2026, its #300 holding.
First Foundation Advisors first reported a position in Chubb in Q4 2022 and has held it in 9 quarters since.
First Foundation Advisors's Chubb position peaked at $326K in Q3 2023.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.