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HB Wealth Management’s Chubb CB Stock Holding History

HB Wealth 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 		$15.5M Buy
47,449
+1,133
+2% +$364K 0.1% 106
2025
Q4 		$14.5M Buy
46,316
+4,667
+11% +$1.36M 0.09% 115
2025
Q3 		$11.8M Buy
41,649
+5,102
+14% +$1.4M 0.08% 133
2025
Q2 		$10.6M Sell
36,547
-101
-0.3% -$29.1K 0.08% 125
2025
Q1 		$11.1M Buy
36,648
+3,899
+12% +$1.08M 0.09% 120
2024
Q4 		$9.05M Buy
32,749
+1,193
+4% +$339K 0.09% 104
2024
Q3 		$9.1M Buy
31,556
+1,419
+5% +$389K 0.1% 101
2024
Q2 		$7.69M Buy
30,137
+716
+2% +$184K 0.09% 108
2024
Q1 		$7.62M Buy
29,421
+410
+1% +$101K 0.1% 107
2023
Q4 		$6.56M Buy
29,011
+132
+0.5% +$28.9K 0.09% 114
2023
Q3 		$6.01M Buy
28,879
+1,144
+4% +$231K 0.1% 108
2023
Q2 		$5.34M Buy
27,735
+1,474
+6% +$289K 0.09% 119
2023
Q1 		$5.1M Buy
26,261
+107
+0.4% +$22.5K 0.09% 114
2022
Q4 		$5.77M Buy
26,154
+2,976
+13% +$619K 0.11% 99
2022
Q3 		$4.22M Buy
23,178
+1,299
+6% +$247K 0.09% 108
2022
Q2 		$4.3M Buy
21,879
+1,422
+7% +$293K 0.09% 112
2022
Q1 		$4.38M Buy
20,457
+1,784
+10% +$363K 0.08% 120
2021
Q4 		$3.61M Buy
+18,673
New +$3.51M 0.07% 107

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

HB Wealth Management's CB Position: Q1 2026 in Review

HB Wealth Management increased its Chubb (CB) stake by 2.4% in Q1 2026, buying an estimated $364K and bringing the position to 47,449 shares worth $15.5M. The position accounts for 0.1% of the portfolio, ranked #106.

HB Wealth Management first reported a position in CB in Q4 2021 and has held it in 18 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • HB Wealth Management held 47,449 shares of Chubb worth $15.5M as of Q1 2026.
  • HB Wealth Management bought 1,133 Chubb shares in Q1 2026, an estimated $364K.
  • Chubb made up 0.1% of HB Wealth Management's portfolio in Q1 2026, its #106 holding.
  • HB Wealth Management first reported a position in Chubb in Q4 2021 and has held it in 18 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.