James J. Burns & Company’s Chubb CB Stock Holding History

James J. Burns & Company’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	$250K	Hold	769	–	–	0.03%	134
2025 Q4	$240K	Sell	769 -14	-2%	-$4.09K	0.03%	148
2025 Q3	$221K	Sell	783 -4	-0.5%	-$1.1K	0.03%	148
2025 Q2	$228K	Sell	787 -11	-1%	-$3.17K	0.04%	139
2025 Q1	$241K	Sell	798 -86	-10%	-$23.9K	0.04%	131
2024 Q4	$244K	Buy	884 +109	+14%	+$31K	0.04%	133
2024 Q3	$223K	Sell	775 -11	-1%	-$3.02K	0.04%	129
2024 Q2	$200K	Buy	+786	New	+$202K	0.04%	125

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

James J. Burns & Company's CB Position: Q1 2026 in Review

James J. Burns & Company held its Chubb (CB) position steady in Q1 2026 at 769 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #134.

James J. Burns & Company first reported a position in CB in Q2 2024 and has held it in 8 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

James J. Burns & Company held 769 shares of Chubb worth $250K as of Q1 2026.
James J. Burns & Company left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.03% of James J. Burns & Company's portfolio in Q1 2026, its #134 holding.
James J. Burns & Company first reported a position in Chubb in Q2 2024 and has held it in 8 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.