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Kelman-Lazarov Inc’s Chubb CB Stock Holding History

Kelman-Lazarov Inc’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 		$213K Buy
+653
New +$210K 0.03% 139

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Fidelity Investments
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Geode Capital Management
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VPM
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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kelman-Lazarov Inc's CB Position: Q1 2026 in Review

Kelman-Lazarov Inc opened a new position in Chubb (CB) in Q1 2026: 653 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings.

2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Kelman-Lazarov Inc held 653 shares of Chubb worth $213K as of Q1 2026.
  • Chubb was a new Kelman-Lazarov Inc position in Q1 2026.
  • Chubb made up 0.03% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #139 holding.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.