FCH
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Freestone Capital Holdings’s Chubb CB Stock Holding History

Freestone Capital Holdings’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
2013
Q4 		– Sell
-100
Closed -$9K – 304
2013
Q3 		$9K Buy
+100
New +$9.14K ﹤0.01% 358

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VCM
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State Street
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T. Rowe Price Associates
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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
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Freestone Capital Holdings's CB Position: Q1 2026 in Review

Freestone Capital Holdings increased its Chubb (CB) stake by 7.6% in Q1 2026, buying an estimated $35.9K and bringing the position to 1,591 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #333.

Freestone Capital Holdings first reported a position in CB in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.77M in Q1 2019. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Freestone Capital Holdings held 1,591 shares of Chubb worth $519K as of Q1 2026.
  • Freestone Capital Holdings bought 112 Chubb shares in Q1 2026, an estimated $35.9K.
  • Chubb made up 0.02% of Freestone Capital Holdings's portfolio in Q1 2026, its #333 holding.
  • Freestone Capital Holdings first reported a position in Chubb in Q2 2013 and has held it in 29 quarters since.
  • Freestone Capital Holdings's Chubb position peaked at $1.77M in Q1 2019.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.