Krilogy Financial’s Chubb CB Stock Holding History

Krilogy Financial’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	$3.05M	Sell	9,297 -1,109	-11%	-$356K	0.1%	168
2025 Q4	$3.16M	Buy	10,406 +2,113	+25%	+$618K	0.11%	155
2025 Q3	$2.35M	Buy	+8,293	New	+$2.28M	0.09%	180
2020 Q1	–	Sell	-17,454	Closed	-$2.72M	–	200
2019 Q4	$2.72M	Buy	17,454 +1,585	+10%	+$243K	0.45%	54
2019 Q3	$2.56M	Buy	15,869 +807	+5%	+$125K	0.46%	53
2019 Q2	$2.22M	Buy	15,062 +1,952	+15%	+$282K	0.43%	57
2019 Q1	$1.84M	Buy	+13,110	New	+$1.74M	0.39%	58
2018 Q4	–	Sell	-12	Closed	-$2K	–	212
2018 Q3	$2K	Buy	+12	New	+$1.62K	﹤0.01%	709

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

Krilogy Financial's CB Position: Q1 2026 in Review

Krilogy Financial reduced its Chubb (CB) stake by 11% in Q1 2026, selling an estimated $356K and leaving 9,297 shares worth $3.05M. The position accounts for 0.1% of the portfolio, ranked #168.

Krilogy Financial first reported a position in CB in Q3 2018 and has held it in 8 quarters since. The position peaked at $3.16M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Krilogy Financial held 9,297 shares of Chubb worth $3.05M as of Q1 2026.
Krilogy Financial sold 1,109 Chubb shares in Q1 2026, an estimated $356K.
Chubb made up 0.1% of Krilogy Financial's portfolio in Q1 2026, its #168 holding.
Krilogy Financial first reported a position in Chubb in Q3 2018 and has held it in 8 quarters since.
Krilogy Financial's Chubb position peaked at $3.16M in Q4 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.