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FWL Investment Management’s Chubb CB Stock Holding History

FWL Investment 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 		– Sell
-60
Closed -$18.7K – 360
2025
Q4 		$18.7K Buy
+60
New +$17.5K ﹤0.01% 222
2025
Q3 		– Sell
-6,695
Closed -$1.94M – 339
2025
Q2 		$1.94M Buy
6,695
+179
+3% +$51.5K 0.59% 37
2025
Q1 		$1.97M Sell
6,516
-202
-3% -$56.1K 0.73% 32
2024
Q4 		$1.86M Buy
6,718
+343
+5% +$97.4K 0.68% 35
2024
Q3 		$1.84M Buy
6,375
+6,180
+3,169% +$1.69M 0.7% 34
2024
Q2 		$49.7K Buy
+195
New +$50.1K 0.03% 109

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

FWL Investment Management's CB Position: Q1 2026 in Review

FWL Investment Management sold out of Chubb (CB) in Q1 2026, closing a stake of 60 shares — an estimated $18.7K sold.

FWL Investment Management first reported a position in CB in Q2 2024 and held it in 6 quarters. The position peaked at $1.97M in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • FWL Investment Management reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 60 Chubb shares in Q1 2026, an estimated $18.7K.
  • FWL Investment Management first reported a position in Chubb in Q2 2024 and held it in 6 quarters.
  • FWL Investment Management's Chubb position peaked at $1.97M in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.