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JPL Wealth Management’s Chubb CB Stock Holding History

JPL Wealth 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 		$63.6K Buy
+195
New +$62.6K 0.01% 206
2025
Q4 		– Sell
-163
Closed -$46K – 280
2025
Q3 		$46K Buy
+163
New +$44.9K 0.01% 261

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

JPL Wealth Management's CB Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Chubb (CB) in Q1 2026: 195 shares worth $63.6K. The stake represents 0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CB as recently as Q3 2025.

JPL Wealth Management first reported a position in CB in Q3 2025 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • JPL Wealth Management held 195 shares of Chubb worth $63.6K as of Q1 2026.
  • Chubb was a new JPL Wealth Management position in Q1 2026.
  • Chubb made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #206 holding.
  • JPL Wealth Management first reported a position in Chubb in Q3 2025 and has held it in 2 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.