JCM
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Jacobsen Capital Management’s Chubb CB Stock Holding History

Jacobsen 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 		$270K Hold
829
– – 0.09% 90
2025
Q4 		$259K Sell
829
-8
-1% -$2.34K 0.08% 93
2025
Q3 		$236K Buy
837
+64
+8% +$17.6K 0.08% 105
2025
Q2 		$224K Buy
773
+39
+5% +$11.2K 0.08% 101
2025
Q1 		$222K Buy
+734
New +$204K 0.1% 89
2024
Q4 		– Sell
-722
Closed -$208K – 96
2024
Q3 		$208K Buy
+722
New +$198K 0.09% 100

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

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

Jacobsen Capital Management held its Chubb (CB) position steady in Q1 2026 at 829 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #90.

Jacobsen Capital Management first reported a position in CB in Q3 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Jacobsen Capital Management held 829 shares of Chubb worth $270K as of Q1 2026.
  • Jacobsen Capital Management left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.09% of Jacobsen Capital Management's portfolio in Q1 2026, its #90 holding.
  • Jacobsen Capital Management first reported a position in Chubb in Q3 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.