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Impact Partnership Wealth’s Chubb CB Stock Holding History

Impact Partnership Wealth’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 		$1.65M Buy
+5,064
New +$1.62M 0.2% 65
2025
Q4 		– Sell
-3,638
Closed -$1.03M – 379
2025
Q3 		$1.03M Buy
3,638
+1,200
+49% +$330K 0.15% 91
2025
Q2 		$706K Buy
+2,438
New +$702K 0.13% 86
2025
Q1 		– Sell
-2,255
Closed -$623K – 274
2024
Q4 		$623K Buy
+2,255
New +$640K 0.13% 98
2023
Q3 		– Sell
-87
Closed -$16.8K – 1034
2023
Q2 		$16.8K Buy
+87
New +$17K 0.01% 365

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

Impact Partnership Wealth's CB Position: Q1 2026 in Review

Impact Partnership Wealth opened a new position in Chubb (CB) in Q1 2026: 5,064 shares worth $1.65M. The stake represents 0.2% of the portfolio and ranks #65 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in CB as recently as Q3 2025.

Impact Partnership Wealth first reported a position in CB in Q2 2023 and has held it in 5 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Impact Partnership Wealth held 5,064 shares of Chubb worth $1.65M as of Q1 2026.
  • Chubb was a new Impact Partnership Wealth position in Q1 2026.
  • Chubb made up 0.2% of Impact Partnership Wealth's portfolio in Q1 2026, its #65 holding.
  • Impact Partnership Wealth first reported a position in Chubb in Q2 2023 and has held it in 5 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.