Kavar Capital Partners Group’s Chubb CB Stock Holding History

Kavar Capital Partners Group’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	$241K	Hold	740	–	–	0.03%	191
2025 Q4	$231K	Hold	740	–	–	0.03%	169
2025 Q3	$209K	Hold	740	–	–	0.03%	178
2025 Q2	$214K	Hold	740	–	–	0.03%	183
2025 Q1	$223K	Hold	740	–	–	0.04%	167
2024 Q4	$204K	Hold	740	–	–	0.03%	170
2024 Q3	$213K	Sell	740 -201	-21%	-$55.1K	0.03%	171
2024 Q2	$240K	Hold	941	–	–	0.04%	145
2024 Q1	$244K	Sell	941 -941	-50%	-$231K	0.05%	145
2023 Q4	$425K	Buy	+1,882	New	+$412K	0.05%	143
2023 Q1	–	Sell	-941	Closed	-$208K	–	164
2022 Q4	$208K	Buy	+941	New	+$196K	0.05%	139
2022 Q2	–	Sell	-941	Closed	-$201K	–	166
2022 Q1	$201K	Sell	941 -250	-21%	-$50.8K	0.04%	153
2021 Q4	$230K	Hold	1,191	–	–	0.05%	151
2021 Q3	$207K	Buy	+1,191	New	+$209K	0.05%	161
2020 Q1	–	Sell	-2,041	Closed	-$318K	–	122
2019 Q4	$318K	Hold	2,041	–	–	0.12%	103
2019 Q3	$329K	Sell	2,041 -500	-20%	-$77.4K	0.13%	102
2019 Q2	$374K	Hold	2,541	–	–	0.15%	92
2019 Q1	$356K	Hold	2,541	–	–	0.16%	95
2018 Q4	$328K	Sell	2,541 -18,070	-88%	-$2.34M	0.18%	82
2018 Q3	$2.75M	Buy	20,611 +19,071	+1,238%	+$2.58M	1.36%	26
2018 Q2	$196K	Hold	1,540	–	–	0.1%	107
2018 Q1	$211K	Hold	1,540	–	–	0.11%	103
2017 Q4	$225K	Sell	1,540 -400	-21%	-$59.8K	0.12%	101
2017 Q3	$277K	Hold	1,940	–	–	0.15%	94
2017 Q2	$282K	Hold	1,940	–	–	0.15%	96
2017 Q1	$264K	Buy	+1,940	New	+$261K	0.15%	99
2014 Q2	–	Sell	-48	Closed	-$4K	–	167
2014 Q1	$4K	Buy	48 +7	+17%	+$679	﹤0.01%	352
2013 Q4	$4K	Buy	+41	New	+$4.03K	﹤0.01%	331

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

Kavar Capital Partners Group's CB Position: Q1 2026 in Review

Kavar Capital Partners Group held its Chubb (CB) position steady in Q1 2026 at 740 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #191.

Kavar Capital Partners Group first reported a position in CB in Q4 2013 and has held it in 28 quarters since. The position peaked at $2.75M in Q3 2018. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Kavar Capital Partners Group held 740 shares of Chubb worth $241K as of Q1 2026.
Kavar Capital Partners Group left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.03% of Kavar Capital Partners Group's portfolio in Q1 2026, its #191 holding.
Kavar Capital Partners Group first reported a position in Chubb in Q4 2013 and has held it in 28 quarters since.
Kavar Capital Partners Group's Chubb position peaked at $2.75M in Q3 2018.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Kavar Capital Partners Group's 13F filing for Q1 2026, filed 16 Apr 2026.