HCM
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HMS Capital Management’s Chubb CB Stock Holding History

HMS Capital 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 		$330K Sell
1,014
-773
-43% -$248K 0.13% 99
2025
Q4 		$558K Hold
1,787
– – 0.23% 68
2025
Q3 		$504K Sell
1,787
-591
-25% -$163K 0.21% 71
2025
Q2 		$689K Sell
2,378
-153
-6% -$44K 0.31% 57
2025
Q1 		$694K Sell
2,531
-7,935
-76% -$2.2M 0.39% 50
2024
Q4 		$2.89M Sell
10,466
-9
-0.1% -$2.56K 1.4% 15
2024
Q3 		$3.02M Sell
10,475
-88
-0.8% -$24.1K 1.48% 14
2024
Q2 		$2.69M Buy
10,563
+844
+9% +$217K 1.4% 18
2024
Q1 		$2.52M Sell
9,719
-828
-8% -$204K 1.4% 16
2023
Q4 		$2.38M Sell
10,547
-60
-0.6% -$13.1K 1.47% 12
2023
Q3 		$2.21M Sell
10,607
-550
-5% -$111K 1.46% 12
2023
Q2 		$2.15M Sell
11,157
-280
-2% -$54.9K 1.3% 15
2023
Q1 		$2.22M Sell
11,437
-943
-8% -$198K 1.4% 13
2022
Q4 		$2.73M Sell
12,380
-625
-5% -$130K 1.56% 10
2022
Q3 		$2.37M Sell
13,005
-365
-3% -$69.3K 1.44% 11
2022
Q2 		$2.63M Buy
13,370
+1,691
+14% +$348K 1.32% 12
2022
Q1 		$2.5M Buy
11,679
+8,596
+279% +$1.75M 1.05% 17
2021
Q4 		$596K Buy
3,083
+474
+18% +$89K 0.26% 76
2021
Q3 		$453K Buy
2,609
+132
+5% +$23.1K 0.21% 94
2021
Q2 		$394K Buy
2,477
+275
+12% +$45.6K 0.18% 108
2021
Q1 		$348K Buy
2,202
+704
+47% +$113K 0.15% 100
2020
Q4 		$231K Buy
+1,498
New +$210K 0.11% 128
2019
Q3 		– Sell
-700
Closed -$103K – 220
2019
Q2 		$103K Buy
+700
New +$101K 0.04% 173

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

HMS Capital Management's CB Position: Q1 2026 in Review

HMS Capital Management reduced its Chubb (CB) stake by 43% in Q1 2026, selling an estimated $248K and leaving 1,014 shares worth $330K. The position accounts for 0.13% of the portfolio, ranked #99.

HMS Capital Management first reported a position in CB in Q2 2019 and has held it in 23 quarters since. The position peaked at $3.02M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • HMS Capital Management held 1,014 shares of Chubb worth $330K as of Q1 2026.
  • HMS Capital Management sold 773 Chubb shares in Q1 2026, an estimated $248K.
  • Chubb made up 0.13% of HMS Capital Management's portfolio in Q1 2026, its #99 holding.
  • HMS Capital Management first reported a position in Chubb in Q2 2019 and has held it in 23 quarters since.
  • HMS Capital Management's Chubb position peaked at $3.02M in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.