Great Valley Advisor Group’s Chubb CB Stock Holding History

Great Valley Advisor Group’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	$3.69M	Buy	11,314 +320	+3%	+$103K	0.07%	255
2025 Q4	$3.43M	Buy	10,994 +708	+7%	+$207K	0.07%	251
2025 Q3	$2.9M	Buy	10,286 +1,109	+12%	+$305K	0.06%	264
2025 Q2	$2.66M	Sell	9,177 -5,402	-37%	-$1.55M	0.06%	267
2025 Q1	$4.4M	Sell	14,579 -18,706	-56%	-$5.2M	0.09%	185
2024 Q4	$9.2M	Buy	33,285 +1,685	+5%	+$478K	0.21%	112
2024 Q3	$9.11M	Buy	31,600 +420	+1%	+$115K	0.22%	109
2024 Q2	$7.95M	Buy	31,180 +4,100	+15%	+$1.05M	0.22%	108
2024 Q1	$7.02M	Buy	27,080 +20,897	+338%	+$5.14M	0.21%	114
2023 Q4	$1.4M	Buy	6,183 +1,092	+21%	+$239K	0.05%	292
2023 Q3	$1.06M	Buy	5,091 +662	+15%	+$134K	0.04%	307
2023 Q2	$853K	Sell	4,429 -67	-1%	-$13.1K	0.04%	335
2023 Q1	$873K	Buy	+4,496	New	+$945K	0.04%	330

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

Great Valley Advisor Group's CB Position: Q1 2026 in Review

Great Valley Advisor Group increased its Chubb (CB) stake by 2.9% in Q1 2026, buying an estimated $103K and bringing the position to 11,314 shares worth $3.69M. The position accounts for 0.07% of the portfolio, ranked #255.

Great Valley Advisor Group first reported a position in CB in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.2M in Q4 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Great Valley Advisor Group held 11,314 shares of Chubb worth $3.69M as of Q1 2026.
Great Valley Advisor Group bought 320 Chubb shares in Q1 2026, an estimated $103K.
Chubb made up 0.07% of Great Valley Advisor Group's portfolio in Q1 2026, its #255 holding.
Great Valley Advisor Group first reported a position in Chubb in Q1 2023 and has held it in 13 quarters since.
Great Valley Advisor Group's Chubb position peaked at $9.2M in Q4 2024.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.