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GeoWealth Management’s Chubb CB Stock Holding History

GeoWealth 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 		$4.34M Buy
13,311
+1,189
+10% +$381K 0.16% 84
2025
Q4 		$3.78M Sell
12,122
-271
-2% -$79.2K 0.14% 98
2025
Q3 		$3.5M Buy
12,393
+2,304
+23% +$634K 0.13% 106
2025
Q2 		$2.92M Sell
10,089
-4,874
-33% -$1.4M 0.11% 104
2025
Q1 		$4.52M Buy
14,963
+2,562
+21% +$712K 0.18% 71
2024
Q4 		$3.43M Buy
12,401
+8,878
+252% +$2.52M 0.11% 125
2024
Q3 		$1.02M Sell
3,523
-172
-5% -$47.2K 0.04% 307
2024
Q2 		$943K Buy
3,695
+335
+10% +$86K 0.04% 284
2024
Q1 		$871K Buy
3,360
+525
+19% +$129K 0.03% 324
2023
Q4 		$640K Buy
2,835
+82
+3% +$17.9K 0.05% 284
2023
Q3 		$573K Buy
2,753
+2,738
+18,253% +$554K 0.07% 194
2023
Q2 		$3K Buy
+15
New +$2.94K ﹤0.01% 420

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

GeoWealth Management's CB Position: Q1 2026 in Review

GeoWealth Management increased its Chubb (CB) stake by 9.8% in Q1 2026, buying an estimated $381K and bringing the position to 13,311 shares worth $4.34M. The position accounts for 0.16% of the portfolio, ranked #84.

GeoWealth Management first reported a position in CB in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.52M in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • GeoWealth Management held 13,311 shares of Chubb worth $4.34M as of Q1 2026.
  • GeoWealth Management bought 1,189 Chubb shares in Q1 2026, an estimated $381K.
  • Chubb made up 0.16% of GeoWealth Management's portfolio in Q1 2026, its #84 holding.
  • GeoWealth Management first reported a position in Chubb in Q2 2023 and has held it in 12 quarters since.
  • GeoWealth Management's Chubb position peaked at $4.52M in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.