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Knollwood Investment Advisory’s Chubb CB Stock Holding History

Knollwood Investment Advisory’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 		$815K Hold
2,500
– – 0.08% 185
2025
Q4 		$780K Hold
2,500
– – 0.07% 200
2025
Q3 		$706K Hold
2,500
– – 0.06% 229
2025
Q2 		$724K Hold
2,500
– – 0.07% 224
2025
Q1 		$755K Hold
2,500
– – 0.08% 213
2024
Q4 		$691K Hold
2,500
– – 0.07% 229
2024
Q3 		$721K Hold
2,500
– – 0.08% 231
2024
Q2 		$638K Buy
+2,500
New +$642K 0.07% 238

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 $315B AUM 27.84% 1-Year Est. Return

Knollwood Investment Advisory's CB Position: Q1 2026 in Review

Knollwood Investment Advisory held its Chubb (CB) position steady in Q1 2026 at 2,500 shares worth $815K. The position accounts for 0.08% of the portfolio, ranked #185.

Knollwood Investment Advisory first reported a position in CB in Q2 2024 and has held it in 8 quarters since. 2,108 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Knollwood Investment Advisory held 2,500 shares of Chubb worth $815K as of Q1 2026.
  • Knollwood Investment Advisory left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.08% of Knollwood Investment Advisory's portfolio in Q1 2026, its #185 holding.
  • Knollwood Investment Advisory first reported a position in Chubb in Q2 2024 and has held it in 8 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.