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Founders Financial Alliance’s Chubb CB Stock Holding History

Founders Financial Alliance’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 		$377K Hold
1,158
– – 0.07% 258
2025
Q4 		$361K Buy
1,158
+70
+6% +$20.5K 0.07% 247
2025
Q3 		$307K Buy
1,088
+1
+0.1% +$275 0.06% 283
2025
Q2 		$315K Buy
1,087
+1
+0.1% +$288 0.07% 244
2025
Q1 		$328K Buy
1,086
+195
+22% +$54.2K 0.08% 235
2024
Q4 		$246K Buy
891
+11
+1% +$3.12K 0.07% 248
2024
Q3 		$254K Sell
880
-88
-9% -$24.1K 0.07% 246
2024
Q2 		$247K Buy
+968
New +$249K 0.07% 240
2020
Q4 		– Sell
-165
Closed -$19K – 549
2020
Q3 		$19K Buy
+165
New +$20.7K 0.01% 589

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

Founders Financial Alliance's CB Position: Q1 2026 in Review

Founders Financial Alliance held its Chubb (CB) position steady in Q1 2026 at 1,158 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #258.

Founders Financial Alliance first reported a position in CB in Q3 2020 and has held it in 9 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Founders Financial Alliance held 1,158 shares of Chubb worth $377K as of Q1 2026.
  • Founders Financial Alliance left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.07% of Founders Financial Alliance's portfolio in Q1 2026, its #258 holding.
  • Founders Financial Alliance first reported a position in Chubb in Q3 2020 and has held it in 9 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

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