KCM
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Kathmere Capital Management’s Chubb CB Stock Holding History

Kathmere 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 		$451K Buy
1,385
+88
+7% +$28.2K 0.03% 377
2025
Q4 		$405K Buy
1,297
+34
+3% +$9.94K 0.03% 356
2025
Q3 		$356K Sell
1,263
-11
-0.9% -$3.03K 0.03% 353
2025
Q2 		$369K Buy
1,274
+436
+52% +$125K 0.03% 333
2025
Q1 		$253K Buy
838
+71
+9% +$19.7K 0.02% 365
2024
Q4 		$212K Buy
+767
New +$218K 0.02% 379

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

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

Kathmere Capital Management increased its Chubb (CB) stake by 6.8% in Q1 2026, buying an estimated $28.2K and bringing the position to 1,385 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #377.

Kathmere Capital Management first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Kathmere Capital Management held 1,385 shares of Chubb worth $451K as of Q1 2026.
  • Kathmere Capital Management bought 88 Chubb shares in Q1 2026, an estimated $28.2K.
  • Chubb made up 0.03% of Kathmere Capital Management's portfolio in Q1 2026, its #377 holding.
  • Kathmere Capital Management first reported a position in Chubb in Q4 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 Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.