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Heritage Wealth Management (Ohio)’s Chubb CB Stock Holding History

Heritage Wealth Management (Ohio)’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 		$4.18M Sell
12,837
-65
-0.5% -$20.9K 2.07% 7
2025
Q4 		$4.03M Sell
12,902
-5
-0% -$1.46K 1.12% 13
2025
Q3 		$3.64M Sell
12,907
-35
-0.3% -$9.63K 1.07% 17
2025
Q2 		$3.75M Sell
12,942
-524
-4% -$151K 1.21% 13
2025
Q1 		$4.07M Sell
13,466
-100
-0.7% -$27.8K 1.38% 13
2024
Q4 		$3.75M Sell
13,566
-135
-1% -$38.3K 1.25% 13
2024
Q3 		$3.95M Sell
13,701
-256
-2% -$70.2K 1.3% 11
2024
Q2 		$3.52M Buy
+13,957
New +$3.58M 1.18% 13

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

Heritage Wealth Management (Ohio)'s CB Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Chubb (CB) stake by 0.5% in Q1 2026, selling an estimated $20.9K and leaving 12,837 shares worth $4.18M. The position accounts for 2.07% of the portfolio, ranked #7.

Heritage Wealth Management (Ohio) first reported a position in CB in Q2 2024 and has held it in 8 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 12,837 shares of Chubb worth $4.18M as of Q1 2026.
  • Heritage Wealth Management (Ohio) sold 65 Chubb shares in Q1 2026, an estimated $20.9K.
  • Chubb made up 2.07% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #7 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Chubb in Q2 2024 and has held it in 8 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.