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Keel Point’s Chubb CB Stock Holding History

Keel Point’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 		$964K Sell
2,957
-411
-12% -$132K 0.06% 173
2025
Q4 		$1.05M Buy
3,368
+231
+7% +$67.5K 0.06% 178
2025
Q3 		$885K Buy
3,137
+139
+5% +$38.3K 0.05% 201
2025
Q2 		$869K Buy
2,998
+358
+14% +$103K 0.06% 199
2025
Q1 		$797K Buy
2,640
+210
+9% +$58.4K 0.06% 172
2024
Q4 		$672K Buy
2,430
+172
+8% +$48.8K 0.05% 189
2024
Q3 		$651K Buy
2,258
+16
+0.7% +$4.39K 0.05% 193
2024
Q2 		$601K Buy
2,242
+968
+76% +$249K 0.05% 206
2024
Q1 		$330K Buy
1,274
+72
+6% +$17.7K 0.03% 271
2023
Q4 		$272K Buy
1,202
+98
+9% +$21.4K 0.03% 271
2023
Q3 		$230K Sell
1,104
-182
-14% -$36.8K 0.03% 276
2023
Q2 		$248K Buy
1,286
+114
+10% +$22.3K 0.03% 273
2023
Q1 		$228K Sell
1,172
-68
-5% -$14.3K 0.03% 274
2022
Q4 		$274K Buy
+1,240
New +$258K 0.04% 234
2022
Q1 		– Sell
-1,055
Closed -$204K – 277
2021
Q4 		$204K Buy
+1,055
New +$198K 0.02% 258
2020
Q1 		– Sell
-1,527
Closed -$238K – 182
2019
Q4 		$238K Buy
1,527
+281
+23% +$43K 0.03% 172
2019
Q3 		$201K Buy
+1,246
New +$193K 0.02% 180
2018
Q2 		– Sell
-2,607
Closed -$357K – 171
2018
Q1 		$357K Buy
2,607
+1
+0% +$145 0.05% 116
2017
Q4 		$381K Buy
2,606
+7
+0.3% +$1.05K 0.05% 118
2017
Q3 		$370K Buy
2,599
+7
+0.3% +$1.01K 0.06% 117
2017
Q2 		$377K Buy
2,592
+53
+2% +$7.46K 0.08% 107
2017
Q1 		$346K Buy
2,539
+17
+0.7% +$2.29K 0.07% 112
2016
Q4 		$333K Buy
2,522
+246
+11% +$31.4K 0.07% 111
2016
Q3 		$286K Buy
2,276
+619
+37% +$78.5K 0.11% 106
2016
Q2 		$217K Buy
+1,657
New +$204K 0.09% 120

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

Keel Point's CB Position: Q1 2026 in Review

Keel Point reduced its Chubb (CB) stake by 12% in Q1 2026, selling an estimated $132K and leaving 2,957 shares worth $964K. The position accounts for 0.06% of the portfolio, ranked #173.

Keel Point first reported a position in CB in Q2 2016 and has held it in 25 quarters since. The position peaked at $1.05M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Keel Point held 2,957 shares of Chubb worth $964K as of Q1 2026.
  • Keel Point sold 411 Chubb shares in Q1 2026, an estimated $132K.
  • Chubb made up 0.06% of Keel Point's portfolio in Q1 2026, its #173 holding.
  • Keel Point first reported a position in Chubb in Q2 2016 and has held it in 25 quarters since.
  • Keel Point's Chubb position peaked at $1.05M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.