Kurt F. Somerville’s Chubb CB Stock Holding History

Kurt F. Somerville’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	$684K	Sell	2,100 -500	-19%	-$160K	0.18%	60
2025 Q4	$812K	Hold	2,600	–	–	0.14%	59
2025 Q3	$734K	Buy	2,600 +200	+8%	+$55K	0.12%	62
2025 Q2	$695K	Hold	2,400	–	–	0.12%	64
2025 Q1	$725K	Hold	2,400	–	–	0.13%	62
2024 Q4	$663K	Hold	2,400	–	–	0.11%	62
2024 Q3	$692K	Hold	2,400	–	–	0.11%	63
2024 Q2	$612K	Hold	2,400	–	–	0.1%	65
2024 Q1	$622K	Hold	2,400	–	–	0.11%	66
2023 Q4	$542K	Hold	2,400	–	–	0.1%	67
2023 Q3	$500K	Sell	2,400 -200	-8%	-$40.4K	0.1%	71
2023 Q2	$501K	Sell	2,600 -1,000	-28%	-$196K	0.1%	75
2023 Q1	$699K	Sell	3,600 -200	-5%	-$42K	0.13%	66
2022 Q4	$838K	Hold	3,800	–	–	0.16%	61
2022 Q3	$691K	Hold	3,800	–	–	0.14%	64
2022 Q2	$747K	Sell	3,800 -250	-6%	-$51.5K	0.14%	62
2022 Q1	$866K	Sell	4,050 -1,000	-20%	-$203K	0.14%	62
2021 Q4	$976K	Sell	5,050 -3,075	-38%	-$578K	0.14%	58
2021 Q3	$1.41M	Sell	8,125 -1,087	-12%	-$191K	0.21%	48
2021 Q2	$1.46M	Sell	9,212 -1,400	-13%	-$232K	0.22%	48
2021 Q1	$1.68M	Sell	10,612 -15,714	-60%	-$2.53M	0.27%	47
2020 Q4	$4.05M	Sell	26,326 -58,859	-69%	-$8.25M	0.66%	38
2020 Q3	$9.89M	Sell	85,185 -7,029	-8%	-$883K	1.74%	25
2020 Q2	$11.7M	Sell	92,214 -3,368	-4%	-$390K	2.15%	22
2020 Q1	$10.7M	Buy	95,582 +2,083	+2%	+$299K	2.37%	18
2019 Q4	$14.6M	Sell	93,499 -436	-0.5%	-$66.7K	2.73%	17
2019 Q3	$15.2M	Buy	93,935 +165	+0.2%	+$25.5K	3%	14
2019 Q2	$13.8M	Sell	93,770 -1,128	-1%	-$163K	2.74%	16
2019 Q1	$13.3M	Sell	94,898 -206	-0.2%	-$27.4K	2.64%	18
2018 Q4	$12.3M	Sell	95,104 -190	-0.2%	-$24.6K	2.82%	16
2018 Q3	$12.7M	Buy	95,294 +3,244	+4%	+$439K	2.55%	19
2018 Q2	$11.7M	Buy	92,050 +1,554	+2%	+$206K	2.58%	19
2018 Q1	$12.4M	Sell	90,496 -1,069	-1%	-$155K	2.74%	15
2017 Q4	$13.4M	Sell	91,565 -5,200	-5%	-$777K	2.77%	16
2017 Q3	$13.8M	Buy	96,765 +963	+1%	+$139K	2.75%	14
2017 Q2	$13.9M	Buy	95,802 +3,462	+4%	+$487K	2.84%	14
2017 Q1	$12.6M	Buy	92,340 +2,079	+2%	+$280K	2.66%	14
2016 Q4	$11.9M	Buy	90,261 +8,175	+10%	+$1.04M	2.64%	15
2016 Q3	$10.3M	Buy	82,086 +8,824	+12%	+$1.12M	2.25%	17
2016 Q2	$9.57M	Buy	73,262 +12,649	+21%	+$1.56M	2.15%	18
2016 Q1	$7.22M	Buy	60,613 +25,166	+71%	+$2.89M	1.65%	23
2015 Q4	$4.14M	Buy	35,447 +26,239	+285%	+$2.97M	0.95%	36
2015 Q3	$952K	Buy	9,208 +6,208	+207%	+$649K	0.24%	63
2015 Q2	$305K	Hold	3,000	–	–	0.07%	97
2015 Q1	$334K	Hold	3,000	–	–	0.08%	98
2014 Q4	$345K	Buy	+3,000	New	+$332K	0.09%	98

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

Kurt F. Somerville's CB Position: Q1 2026 in Review

Kurt F. Somerville reduced its Chubb (CB) stake by 19% in Q1 2026, selling an estimated $160K and leaving 2,100 shares worth $684K. The position accounts for 0.18% of the portfolio, ranked #60.

Kurt F. Somerville first reported a position in CB in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.2M in Q3 2019. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Kurt F. Somerville held 2,100 shares of Chubb worth $684K as of Q1 2026.
Kurt F. Somerville sold 500 Chubb shares in Q1 2026, an estimated $160K.
Chubb made up 0.18% of Kurt F. Somerville's portfolio in Q1 2026, its #60 holding.
Kurt F. Somerville first reported a position in Chubb in Q4 2014 and has held it in 46 quarters since.
Kurt F. Somerville's Chubb position peaked at $15.2M in Q3 2019.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.