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Liberty One Investment Management’s Chubb CB Stock Holding History

Liberty One Investment Management’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 		$25.2M Buy
77,452
+6,093
+9% +$1.95M 2.6% 13
2025
Q4 		$22.3M Sell
71,359
-110,021
-61% -$32.2M 2.85% 13
2025
Q3 		$51.2M Buy
+181,380
New +$49.9M 2.88% 20

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

Liberty One Investment Management's CB Position: Q1 2026 in Review

Liberty One Investment Management increased its Chubb (CB) stake by 8.5% in Q1 2026, buying an estimated $1.95M and bringing the position to 77,452 shares worth $25.2M. The position accounts for 2.6% of the portfolio, ranked #13.

Liberty One Investment Management first reported a position in CB in Q3 2025 and has held it in 3 quarters since. The position peaked at $51.2M in Q3 2025. 2,108 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Liberty One Investment Management held 77,452 shares of Chubb worth $25.2M as of Q1 2026.
  • Liberty One Investment Management bought 6,093 Chubb shares in Q1 2026, an estimated $1.95M.
  • Chubb made up 2.6% of Liberty One Investment Management's portfolio in Q1 2026, its #13 holding.
  • Liberty One Investment Management first reported a position in Chubb in Q3 2025 and has held it in 3 quarters since.
  • Liberty One Investment Management's Chubb position peaked at $51.2M in Q3 2025.
  • 2,108 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.