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Journey Strategic Wealth’s Chubb CB Stock Holding History

Journey Strategic 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 		$1.46M Buy
4,475
+739
+20% +$237K 0.04% 137
2025
Q4 		$1.17M Buy
3,736
+2,237
+149% +$654K 0.03% 151
2025
Q3 		$423K Sell
1,499
-1,670
-53% -$460K 0.01% 345
2025
Q2 		$918K Buy
3,169
+2,172
+218% +$625K 0.03% 181
2025
Q1 		$301K Buy
997
+26
+3% +$7.22K 0.01% 334
2024
Q4 		$268K Hold
971
– – 0.01% 367
2024
Q3 		$280K Buy
971
+126
+15% +$34.5K 0.01% 357
2024
Q2 		$216K Buy
+845
New +$217K 0.01% 346
2023
Q1 		– Sell
-990
Closed -$218K – 258
2022
Q4 		$218K Buy
+990
New +$206K 0.03% 197

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

Journey Strategic Wealth's CB Position: Q1 2026 in Review

Journey Strategic Wealth increased its Chubb (CB) stake by 20% in Q1 2026, buying an estimated $237K and bringing the position to 4,475 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #137.

Journey Strategic Wealth first reported a position in CB in Q4 2022 and has held it in 9 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Journey Strategic Wealth held 4,475 shares of Chubb worth $1.46M as of Q1 2026.
  • Journey Strategic Wealth bought 739 Chubb shares in Q1 2026, an estimated $237K.
  • Chubb made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #137 holding.
  • Journey Strategic Wealth first reported a position in Chubb in Q4 2022 and has held it in 9 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.