Foundation Resource Management’s Chubb CB Stock Holding History

Foundation Resource Management’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	$694K	Hold	2,129	–	–	0.08%	49
2025 Q4	$665K	Hold	2,129	–	–	0.09%	47
2025 Q3	$601K	Buy	2,129 +104	+5%	+$28.6K	0.09%	46
2025 Q2	$587K	Hold	2,025	–	–	0.09%	45
2025 Q1	$612K	Sell	2,025 -104	-5%	-$28.9K	0.1%	43
2024 Q4	$588K	Hold	2,129	–	–	0.1%	46
2024 Q3	$614K	Hold	2,129	–	–	0.09%	46
2024 Q2	$543K	Hold	2,129	–	–	0.09%	46
2024 Q1	$552K	Hold	2,129	–	–	0.09%	47
2023 Q4	$481K	Sell	2,129 -25	-1%	-$5.47K	0.08%	47
2023 Q3	$448K	Hold	2,154	–	–	0.07%	47
2023 Q2	$415K	Buy	2,154 +80	+4%	+$15.7K	0.07%	46
2023 Q1	$403K	Sell	2,074 -5	-0.2%	-$1.05K	0.07%	46
2022 Q4	$459K	Buy	2,079 +25	+1%	+$5.2K	0.08%	45
2022 Q3	$374K	Buy	2,054 +517	+34%	+$98.2K	0.07%	47
2022 Q2	$302K	Hold	1,537	–	–	0.05%	49
2022 Q1	$329K	Hold	1,537	–	–	0.05%	50
2021 Q4	$297K	Hold	1,537	–	–	0.06%	49
2021 Q3	$267K	Hold	1,537	–	–	0.06%	48
2021 Q2	$244K	Hold	1,537	–	–	0.05%	47
2021 Q1	$243K	Hold	1,537	–	–	0.06%	48
2020 Q4	$237K	Buy	+1,537	New	+$215K	0.06%	49
2020 Q1	–	Sell	-1,537	Closed	-$239K	–	52
2019 Q4	$239K	Sell	1,537 -430	-22%	-$65.8K	0.05%	51
2019 Q3	$318K	Hold	1,967	–	–	0.07%	48
2019 Q2	$290K	Hold	1,967	–	–	0.06%	49
2019 Q1	$276K	Hold	1,967	–	–	0.06%	51
2018 Q4	$254K	Hold	1,967	–	–	0.05%	52
2018 Q3	$263K	Hold	1,967	–	–	0.05%	55
2018 Q2	$250K	Hold	1,967	–	–	0.05%	54
2018 Q1	$269K	Sell	1,967 -3,750	-66%	-$543K	0.05%	55
2017 Q4	$835K	Hold	5,717	–	–	0.15%	46
2017 Q3	$815K	Hold	5,717	–	–	0.14%	48
2017 Q2	$831K	Hold	5,717	–	–	0.15%	48
2017 Q1	$779K	Hold	5,717	–	–	0.14%	46
2016 Q4	$755K	Hold	5,717	–	–	0.13%	49
2016 Q3	$718K	Hold	5,717	–	–	0.13%	48
2016 Q2	$747K	Buy	+5,717	New	+$705K	0.14%	47
2016 Q1	–	Sell	-5,717	Closed	-$668K	–	59
2015 Q4	$668K	Sell	5,717 -1,250	-18%	-$141K	0.14%	48
2015 Q3	$720K	Hold	6,967	–	–	0.15%	48
2015 Q2	$708K	Hold	6,967	–	–	0.13%	49
2015 Q1	$777K	Hold	6,967	–	–	0.13%	51
2014 Q4	$800K	Hold	6,967	–	–	0.11%	52
2014 Q3	$731K	Hold	6,967	–	–	0.1%	52
2014 Q2	$722K	Hold	6,967	–	–	0.09%	52
2014 Q1	$690K	Hold	6,967	–	–	0.09%	53
2013 Q4	$721K	Hold	6,967	–	–	0.09%	54
2013 Q3	$652K	Hold	6,967	–	–	0.08%	54
2013 Q2	$623K	Buy	+6,967	New	+$624K	0.08%	57

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

Foundation Resource Management's CB Position: Q1 2026 in Review

Foundation Resource Management held its Chubb (CB) position steady in Q1 2026 at 2,129 shares worth $694K. The position accounts for 0.08% of the portfolio, ranked #49.

Foundation Resource Management first reported a position in CB in Q2 2013 and has held it in 48 quarters since. The position peaked at $835K in Q4 2017. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Foundation Resource Management held 2,129 shares of Chubb worth $694K as of Q1 2026.
Foundation Resource Management left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.08% of Foundation Resource Management's portfolio in Q1 2026, its #49 holding.
Foundation Resource Management first reported a position in Chubb in Q2 2013 and has held it in 48 quarters since.
Foundation Resource Management's Chubb position peaked at $835K in Q4 2017.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Foundation Resource Management's 13F filing for Q1 2026, filed 21 Apr 2026.