FRG Family Wealth Advisors’s Chubb CB Stock Holding History

FRG Family Wealth 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	$1.23M	Buy	3,783 +163	+5%	+$52.3K	0.2%	78
2025 Q4	$1.13M	Sell	3,620 -343	-9%	-$100K	0.18%	84
2025 Q3	$1.12M	Hold	3,963	–	–	0.18%	79
2025 Q2	$1.15M	Hold	3,963	–	–	0.2%	78
2025 Q1	$1.2M	Hold	3,963	–	–	0.23%	70
2024 Q4	$1.09M	Hold	3,963	–	–	0.2%	77
2024 Q3	$1.14M	Hold	3,963	–	–	0.2%	77
2024 Q2	$1.05M	Hold	3,963	–	–	0.2%	77
2024 Q1	$985K	Hold	3,963	–	–	0.19%	75
2023 Q4	$896K	Hold	3,963	–	–	0.18%	82
2023 Q3	$825K	Sell	3,963 -30	-0.8%	-$6.07K	0.19%	82
2023 Q2	$769K	Buy	3,993 +25	+0.6%	+$4.9K	0.17%	87
2023 Q1	$771K	Hold	3,968	–	–	0.18%	88
2022 Q4	$875K	Sell	3,968 -105	-3%	-$21.8K	0.21%	87
2022 Q3	$741K	Hold	4,073	–	–	0.18%	86
2022 Q2	$801K	Hold	4,073	–	–	0.19%	83
2022 Q1	$871K	Hold	4,073	–	–	0.17%	80
2021 Q4	$787K	Hold	4,073	–	–	0.15%	84
2021 Q3	$707K	Sell	4,073 -189	-4%	-$33.1K	0.14%	89
2021 Q2	$677K	Sell	4,262 -33	-0.8%	-$5.47K	0.13%	93
2021 Q1	$678K	Hold	4,295	–	–	0.14%	91
2020 Q4	$661K	Hold	4,295	–	–	0.14%	87
2020 Q3	$499K	Hold	4,295	–	–	0.12%	92
2020 Q2	$544K	Sell	4,295 -228	-5%	-$26.4K	0.14%	89
2020 Q1	$505K	Sell	4,523 -10	-0.2%	-$1.43K	0.15%	84
2019 Q4	$706K	Sell	4,533 -570	-11%	-$87.2K	0.17%	83
2019 Q3	$824K	Sell	5,103 -664	-12%	-$103K	0.21%	82
2019 Q2	$849K	Sell	5,767 -927	-14%	-$134K	0.22%	82
2019 Q1	$938K	Sell	6,694 -2,719	-29%	-$362K	0.27%	78
2018 Q4	$1.22M	Sell	9,413 -1,842	-16%	-$238K	0.4%	68
2018 Q3	$1.5M	Sell	11,255 -3,216	-22%	-$435K	0.41%	66
2018 Q2	$1.84M	Sell	14,471 -2,283	-14%	-$303K	0.55%	53
2018 Q1	$2.29M	Sell	16,754 -696	-4%	-$101K	0.76%	45
2017 Q4	$2.55M	Sell	17,450 -33	-0.2%	-$4.93K	0.82%	45
2017 Q3	$2.49M	Sell	17,483 -208	-1%	-$30.1K	0.86%	41
2017 Q2	$2.57M	Buy	17,691 +443	+3%	+$62.4K	0.95%	37
2017 Q1	$2.36M	Buy	17,248 +677	+4%	+$91.1K	0.92%	37
2016 Q4	$2.19M	Buy	16,571 +2,578	+18%	+$329K	0.92%	39
2016 Q3	$1.76M	Sell	13,993 -210	-1%	-$26.6K	0.79%	44
2016 Q2	$1.86M	Buy	+14,203	New	+$1.75M	0.84%	44
2016 Q1	–	Sell	-24,319	Closed	-$2.84M	–	122
2015 Q4	$2.84M	Buy	+24,319	New	+$2.75M	1.38%	17

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

FRG Family Wealth Advisors's CB Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Chubb (CB) stake by 4.5% in Q1 2026, buying an estimated $52.3K and bringing the position to 3,783 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #78.

FRG Family Wealth Advisors first reported a position in CB in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.84M in Q4 2015. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

FRG Family Wealth Advisors held 3,783 shares of Chubb worth $1.23M as of Q1 2026.
FRG Family Wealth Advisors bought 163 Chubb shares in Q1 2026, an estimated $52.3K.
Chubb made up 0.2% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #78 holding.
FRG Family Wealth Advisors first reported a position in Chubb in Q4 2015 and has held it in 41 quarters since.
FRG Family Wealth Advisors's Chubb position peaked at $2.84M in Q4 2015.
2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.