Focus Partners Wealth
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Focus Partners Wealth’s Chubb CB Stock Holding History

Focus Partners Wealth’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 		$46.7M Buy
143,065
+2,835
+2% +$910K 0.05% 304
2025
Q4 		$43.8M Buy
140,230
+98,597
+237% +$28.8M 0.05% 315
2025
Q3 		$11.7M Buy
41,633
+12,196
+41% +$3.36M 0.02% 522
2025
Q2 		$8.54M Buy
29,437
+1,426
+5% +$410K 0.02% 534
2025
Q1 		$8.47M Sell
28,011
-1,370
-5% -$381K 0.02% 504
2024
Q4 		$8.13M Buy
29,381
+12,435
+73% +$3.53M 0.02% 509
2024
Q3 		$4.89M Sell
16,946
-9,118
-35% -$2.5M 0.02% 569
2024
Q2 		$6.65M Buy
26,064
+14,672
+129% +$3.77M 0.02% 447
2024
Q1 		$2.95M Buy
11,392
+9,102
+397% +$2.24M 0.02% 421
2023
Q4 		$518K Buy
+2,290
New +$501K 0.01% 573

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

Focus Partners Wealth's CB Position: Q1 2026 in Review

Focus Partners Wealth increased its Chubb (CB) stake by 2% in Q1 2026, buying an estimated $910K and bringing the position to 143,065 shares worth $46.7M. The position accounts for 0.05% of the portfolio, ranked #304.

Focus Partners Wealth first reported a position in CB in Q4 2023 and has held it in 10 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Focus Partners Wealth held 143,065 shares of Chubb worth $46.7M as of Q1 2026.
  • Focus Partners Wealth bought 2,835 Chubb shares in Q1 2026, an estimated $910K.
  • Chubb made up 0.05% of Focus Partners Wealth's portfolio in Q1 2026, its #304 holding.
  • Focus Partners Wealth first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.