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Inlet Private Wealth’s Chubb CB Stock Holding History

Inlet Private 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 		$4.54M Buy
13,924
+350
+3% +$112K 1.16% 28
2025
Q4 		$4.24M Buy
13,574
+338
+3% +$98.8K 0.98% 34
2025
Q3 		$3.74M Buy
13,236
+12,521
+1,751% +$3.45M 0.84% 41
2025
Q2 		$207K Buy
715
+5
+0.7% +$1.44K 0.05% 126
2025
Q1 		$214K Buy
+710
New +$197K 0.06% 123
2019
Q3 		– Sell
-1,702
Closed -$254K – 144
2019
Q2 		$254K Buy
1,702
+106
+7% +$15.3K 0.09% 127
2019
Q1 		$224K Sell
1,596
-3,740
-70% -$497K 0.09% 133
2018
Q4 		$689K Buy
+5,336
New +$690K 0.37% 65

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

Inlet Private Wealth's CB Position: Q1 2026 in Review

Inlet Private Wealth increased its Chubb (CB) stake by 2.6% in Q1 2026, buying an estimated $112K and bringing the position to 13,924 shares worth $4.54M. The position accounts for 1.16% of the portfolio, ranked #28.

Inlet Private Wealth first reported a position in CB in Q4 2018 and has held it in 8 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Inlet Private Wealth held 13,924 shares of Chubb worth $4.54M as of Q1 2026.
  • Inlet Private Wealth bought 350 Chubb shares in Q1 2026, an estimated $112K.
  • Chubb made up 1.16% of Inlet Private Wealth's portfolio in Q1 2026, its #28 holding.
  • Inlet Private Wealth first reported a position in Chubb in Q4 2018 and has held it in 8 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.