IHT Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.9M | Buy |
5,816
+274
| +5% | +$87.9K | 0.04% | 387 |
|
|
2025
Q4 | $1.73M | Buy |
5,542
+18
| +0.3% | +$5.26K | 0.04% | 383 |
|
|
2025
Q3 | $1.56M | Buy |
5,524
+781
| +16% | +$215K | 0.04% | 397 |
|
|
2025
Q2 | $1.37M | Buy |
4,743
+186
| +4% | +$53.5K | 0.04% | 417 |
|
|
2025
Q1 | $1.38M | Buy |
4,557
+534
| +13% | +$148K | 0.04% | 380 |
|
|
2024
Q4 | $1.11M | Sell |
4,023
-1,051
| -21% | -$298K | 0.04% | 422 |
|
|
2024
Q3 | $1.47M | Buy |
5,074
+957
| +23% | +$262K | 0.04% | 396 |
|
|
2024
Q2 | $1.05M | Buy |
4,117
+224
| +6% | +$57.5K | 0.04% | 425 |
|
|
2024
Q1 | $1.01M | Buy |
3,893
+139
| +4% | +$34.2K | 0.04% | 423 |
|
|
2023
Q4 | $848K | Buy |
3,754
+58
| +2% | +$12.7K | 0.04% | 430 |
|
|
2023
Q3 | $769K | Buy |
3,696
+612
| +20% | +$124K | 0.04% | 411 |
|
|
2023
Q2 | $594K | Buy |
3,084
+1,904
| +161% | +$373K | 0.03% | 490 |
|
|
2023
Q1 | $229K | Buy |
1,180
+168
| +17% | +$35.3K | 0.01% | 802 |
|
|
2022
Q4 | $223K | Sell |
1,012
-289
| -22% | -$60.1K | 0.01% | 781 |
|
|
2022
Q3 | $237K | Buy |
+1,301
| New | +$247K | 0.02% | 707 |
|
|
2021
Q3 | – | Sell |
-4,552
| Closed | -$723K | – | 835 |
|
|
2021
Q2 | $723K | Buy |
4,552
+3,227
| +244% | +$535K | 0.05% | 407 |
|
|
2021
Q1 | $209K | Buy |
+1,325
| New | +$213K | 0.02% | 761 |
|
|
2020
Q1 | – | Sell |
-1,835
| Closed | -$286K | – | 565 |
|
|
2019
Q4 | $286K | Sell |
1,835
-43
| -2% | -$6.58K | 0.03% | 458 |
|
|
2019
Q3 | $303K | Buy |
1,878
+321
| +21% | +$49.7K | 0.04% | 426 |
|
|
2019
Q2 | $229K | Buy |
1,557
+6
| +0.4% | +$866 | 0.03% | 464 |
|
|
2019
Q1 | $217K | Sell |
1,551
-18
| -1% | -$2.39K | 0.04% | 440 |
|
|
2018
Q4 | $203K | Buy |
+1,569
| New | +$203K | 0.04% | 425 |
|
|
2018
Q3 | – | Sell |
-1,632
| Closed | -$207K | – | 430 |
|
|
2018
Q2 | $207K | Buy |
1,632
+50
| +3% | +$6.64K | 0.05% | 380 |
|
|
2018
Q1 | $211K | Sell |
1,582
-85
| -5% | -$12.3K | 0.06% | 336 |
|
|
2017
Q4 | $239K | Sell |
1,667
-15
| -0.9% | -$2.24K | 0.06% | 322 |
|
|
2017
Q3 | $246K | Sell |
1,682
-1,090
| -39% | -$158K | 0.1% | 214 |
|
|
2017
Q2 | $46 | Sell |
2,772
-184
| -6% | -$25.9K | 0.02% | 522 |
|
|
2017
Q1 | $404K | Sell |
2,956
-19
| -0.6% | -$2.56K | 0.27% | 90 |
|
|
2016
Q4 | $392K | Buy |
+2,975
| New | +$379K | 0.3% | 86 |
|
Other funds holding CB
VCM
VPM
IHT Wealth Management's CB Position: Q1 2026 in Review
IHT Wealth Management increased its Chubb (CB) stake by 4.9% in Q1 2026, buying an estimated $87.9K and bringing the position to 5,816 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #387.
IHT Wealth Management first reported a position in CB in Q4 2016 and has held it in 29 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.
- IHT Wealth Management held 5,816 shares of Chubb worth $1.9M as of Q1 2026.
- IHT Wealth Management bought 274 Chubb shares in Q1 2026, an estimated $87.9K.
- Chubb made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #387 holding.
- IHT Wealth Management first reported a position in Chubb in Q4 2016 and has held it in 29 quarters since.
- 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.