Frank Rimerman Advisors’s Chubb CB Stock Holding History

Frank Rimerman 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	$2.27M	Sell	6,969 -545	-7%	-$175K	0.15%	109
2025 Q4	$2.35M	Buy	7,514 +1,703	+29%	+$498K	0.15%	113
2025 Q3	$1.64M	Buy	5,811 +875	+18%	+$241K	0.11%	145
2025 Q2	$1.43M	Buy	4,936 +713	+17%	+$205K	0.1%	158
2025 Q1	$1.28M	Buy	4,223 +34	+0.8%	+$9.45K	0.1%	166
2024 Q4	$1.16M	Buy	4,189 +163	+4%	+$46.3K	0.08%	180
2024 Q3	$1.16M	Sell	4,026 -55	-1%	-$15.1K	0.08%	192
2024 Q2	$1.04M	Buy	4,081 +4,046	+11,560%	+$1.04M	0.07%	211
2024 Q1	$9.07K	Hold	35	–	–	﹤0.01%	176
2023 Q4	$7.91K	Buy	+35	New	+$7.65K	﹤0.01%	177

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

Frank Rimerman Advisors's CB Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Chubb (CB) stake by 7.3% in Q1 2026, selling an estimated $175K and leaving 6,969 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #109.

Frank Rimerman Advisors first reported a position in CB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Frank Rimerman Advisors held 6,969 shares of Chubb worth $2.27M as of Q1 2026.
Frank Rimerman Advisors sold 545 Chubb shares in Q1 2026, an estimated $175K.
Chubb made up 0.15% of Frank Rimerman Advisors's portfolio in Q1 2026, its #109 holding.
Frank Rimerman Advisors first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Chubb position peaked at $2.35M in Q4 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.