Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$956K Buy
2,924
+424
+17% +$136K 0.04% 112
2025
Q4
$783K Buy
2,500
+1,596
+177% +$467K 0.03% 129
2025
Q3
$256K Buy
+904
New +$249K 0.01% 184
2025
Q2
Sell
-805
Closed -$244K 182
2025
Q1
$244K Buy
805
+11
+1% +$3.06K 0.01% 164
2024
Q4
$220K Buy
794
+2
+0.3% +$568 0.01% 185
2024
Q3
$229K Buy
792
+3
+0.4% +$822 0.01% 183
2024
Q2
$202K Buy
+789
New +$203K 0.01% 171

Other funds holding CB

GenTrust's CB Position: Q1 2026 in Review

GenTrust increased its Chubb (CB) stake by 17% in Q1 2026, buying an estimated $136K and bringing the position to 2,924 shares worth $956K. The position accounts for 0.04% of the portfolio, ranked #112.

GenTrust first reported a position in CB in Q2 2024 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • GenTrust held 2,924 shares of Chubb worth $956K as of Q1 2026.
  • GenTrust bought 424 Chubb shares in Q1 2026, an estimated $136K.
  • Chubb made up 0.04% of GenTrust's portfolio in Q1 2026, its #112 holding.
  • GenTrust first reported a position in Chubb in Q2 2024 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.