Klingman & Associates’s Chubb CB Stock Holding History

Klingman & Associates’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	$446K	Buy	1,367 +46	+3%	+$14.8K	0.02%	204
2025 Q4	$412K	Buy	1,321 +97	+8%	+$28.4K	0.02%	214
2025 Q3	$345K	Sell	1,224 -66	-5%	-$18.2K	0.02%	236
2025 Q2	$374K	Buy	1,290 +444	+52%	+$128K	0.02%	212
2025 Q1	$255K	Buy	+846	New	+$235K	0.02%	236
2024 Q4	–	Sell	-706	Closed	-$204K	–	258
2024 Q3	$204K	Buy	+706	New	+$194K	0.01%	256
2016 Q4	–	Sell	-389	Closed	-$49K	–	135
2016 Q3	$49K	Hold	389	–	–	0.01%	185
2016 Q2	$51K	Hold	389	–	–	0.02%	188
2016 Q1	$46K	Hold	389	–	–	0.02%	193
2015 Q4	$45K	Hold	389	–	–	0.02%	211
2015 Q3	$40K	Sell	389 -207	-35%	-$21.6K	0.02%	214
2015 Q2	$61K	Buy	596 +207	+53%	+$22.3K	0.02%	172
2015 Q1	$43K	Hold	389	–	–	0.02%	178
2014 Q4	$44K	Buy	+389	New	+$43.1K	0.02%	182

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

Klingman & Associates's CB Position: Q1 2026 in Review

Klingman & Associates increased its Chubb (CB) stake by 3.5% in Q1 2026, buying an estimated $14.8K and bringing the position to 1,367 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #204.

Klingman & Associates first reported a position in CB in Q4 2014 and has held it in 14 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Klingman & Associates held 1,367 shares of Chubb worth $446K as of Q1 2026.
Klingman & Associates bought 46 Chubb shares in Q1 2026, an estimated $14.8K.
Chubb made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #204 holding.
Klingman & Associates first reported a position in Chubb in Q4 2014 and has held it in 14 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.