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Herold Advisors’s Chubb CB Stock Holding History

Herold Advisors’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 		$2.94M Buy
9,019
+1,389
+18% +$446K 0.65% 44
2025
Q4 		$2.38M Buy
7,630
+1
+0% +$292 0.53% 54
2025
Q3 		$2.15M Buy
7,629
+841
+12% +$231K 0.5% 56
2025
Q2 		$1.97M Sell
6,788
-1,299
-16% -$374K 0.41% 68
2025
Q1 		$2.44M Buy
8,087
+701
+9% +$195K 0.54% 52
2024
Q4 		$2.04M Buy
7,386
+19
+0.3% +$5.39K 0.44% 58
2024
Q3 		$2.12M Hold
7,367
– – 0.46% 59
2024
Q2 		$1.88M Hold
7,367
– – 0.43% 61
2024
Q1 		$1.91M Sell
7,367
-3,792
-34% -$932K 0.46% 61
2023
Q4 		$2.52M Hold
11,159
– – 0.7% 43
2023
Q3 		$2.32M Buy
11,159
+791
+8% +$160K 0.71% 38
2023
Q2 		$2M Buy
10,368
+542
+6% +$106K 0.61% 46
2023
Q1 		$1.91M Sell
9,826
-66
-0.7% -$13.9K 0.66% 43
2022
Q4 		$2.18M Buy
9,892
+1
+0% +$208 0.92% 29
2022
Q3 		$1.8M Sell
9,891
-45
-0.5% -$8.54K 0.86% 36
2022
Q2 		$1.95M Buy
9,936
+311
+3% +$64.1K 0.87% 34
2022
Q1 		$2.06M Buy
+9,625
New +$1.96M 0.73% 38

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

Herold Advisors's CB Position: Q1 2026 in Review

Herold Advisors increased its Chubb (CB) stake by 18% in Q1 2026, buying an estimated $446K and bringing the position to 9,019 shares worth $2.94M. The position accounts for 0.65% of the portfolio, ranked #44.

Herold Advisors first reported a position in CB in Q1 2022 and has held it in 17 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Herold Advisors held 9,019 shares of Chubb worth $2.94M as of Q1 2026.
  • Herold Advisors bought 1,389 Chubb shares in Q1 2026, an estimated $446K.
  • Chubb made up 0.65% of Herold Advisors's portfolio in Q1 2026, its #44 holding.
  • Herold Advisors first reported a position in Chubb in Q1 2022 and has held it in 17 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.