Horizons Wealth Management’s Chubb CB Stock Holding History

Horizons 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	$91.9K	Hold	282	–	–	0.06%	83
2025 Q4	$88K	Hold	282	–	–	0.06%	84
2025 Q3	$79.6K	Hold	282	–	–	0.05%	88
2025 Q2	$81.7K	Hold	282	–	–	0.06%	86
2025 Q1	$85.2K	Hold	282	–	–	0.06%	83
2024 Q4	$77.9K	Hold	282	–	–	0.06%	84
2024 Q3	$81.3K	Hold	282	–	–	0.06%	84
2024 Q2	$73.3K	Hold	282	–	–	0.06%	87
2024 Q1	$63.7K	Hold	282	–	–	0.04%	81
2023 Q4	$63.7K	Hold	282	–	–	0.04%	81
2023 Q3	$58.7K	Hold	282	–	–	0.04%	82
2023 Q2	$54.3K	Hold	282	–	–	0.04%	89
2023 Q1	$54.8K	Hold	282	–	–	0.04%	83
2022 Q4	$62K	Buy	282 +251	+810%	+$52.2K	0.05%	80
2022 Q3	$6K	Hold	31	–	–	0.01%	126
2022 Q2	$6K	Buy	+31	New	+$6.39K	﹤0.01%	127

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

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

Horizons Wealth Management held its Chubb (CB) position steady in Q1 2026 at 282 shares worth $91.9K. The position accounts for 0.06% of the portfolio, ranked #83.

Horizons Wealth Management first reported a position in CB in Q2 2022 and has held it in 16 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Horizons Wealth Management held 282 shares of Chubb worth $91.9K as of Q1 2026.
Horizons Wealth Management left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.06% of Horizons Wealth Management's portfolio in Q1 2026, its #83 holding.
Horizons Wealth Management first reported a position in Chubb in Q2 2022 and has held it in 16 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.