Jones Financial Companies
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Jones Financial Companies’s Chubb CB Stock Holding History

Jones Financial Companies’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 		$203M Buy
637,285
+621,104
+3,838% +$199M 0.1% 103
2025
Q4 		$5.05M Buy
16,181
+1,163
+8% +$340K ﹤0.01% 643
2025
Q3 		$4.22M Buy
15,018
+1,781
+13% +$490K ﹤0.01% 619
2025
Q2 		$3.78M Buy
13,237
+2,851
+27% +$820K ﹤0.01% 567
2025
Q1 		$3.08M Buy
10,386
+2,633
+34% +$732K ﹤0.01% 537
2024
Q4 		$2.14M Buy
7,753
+3,276
+73% +$930K ﹤0.01% 540
2024
Q3 		$1.29M Buy
4,477
+1,991
+80% +$546K ﹤0.01% 542
2024
Q2 		$634K Buy
2,486
+1,409
+131% +$362K ﹤0.01% 504
2024
Q1 		$279K Buy
1,077
+328
+44% +$80.6K ﹤0.01% 411
2023
Q4 		$169K Buy
749
+10
+1% +$2.19K ﹤0.01% 348
2023
Q3 		$154K Buy
739
+288
+64% +$58.2K ﹤0.01% 284
2023
Q2 		$86.8K Sell
451
-189
-30% -$37K ﹤0.01% 318
2023
Q1 		$124K Sell
640
-41
-6% -$8.62K ﹤0.01% 294
2022
Q4 		$150K Buy
681
+469
+221% +$97.6K ﹤0.01% 277
2022
Q3 		$39K Sell
212
-9
-4% -$1.71K ﹤0.01% 341
2022
Q2 		$43K Sell
221
-2
-0.9% -$412 ﹤0.01% 340
2022
Q1 		$48K Sell
223
-113
-34% -$23K ﹤0.01% 351
2021
Q4 		$65K Buy
336
+100
+42% +$18.8K ﹤0.01% 337
2021
Q3 		$41K Hold
236
– – ﹤0.01% 342
2021
Q2 		$38K Buy
236
+122
+107% +$20.2K ﹤0.01% 335
2021
Q1 		$18K Buy
114
+35
+44% +$5.64K ﹤0.01% 466
2020
Q4 		$12K Buy
+79
New +$11.1K ﹤0.01% 410
2013
Q4 		– Sell
-73
Closed -$7K – 270
2013
Q3 		$7K Buy
73
+29
+66% +$2.65K ﹤0.01% 549
2013
Q2 		$4K Buy
+44
New +$3.94K ﹤0.01% 688

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

Jones Financial Companies's CB Position: Q1 2026 in Review

Jones Financial Companies increased its Chubb (CB) stake by 3,838% in Q1 2026, buying an estimated $199M and bringing the position to 637,285 shares worth $203M. The position accounts for 0.1% of the portfolio, ranked #103.

Jones Financial Companies first reported a position in CB in Q2 2013 and has held it in 24 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Jones Financial Companies held 637,285 shares of Chubb worth $203M as of Q1 2026.
  • Jones Financial Companies bought 621,104 Chubb shares in Q1 2026, an estimated $199M.
  • Chubb made up 0.1% of Jones Financial Companies's portfolio in Q1 2026, its #103 holding.
  • Jones Financial Companies first reported a position in Chubb in Q2 2013 and has held it in 24 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.