Litman Gregory Wealth Management’s Chubb CB Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$4.02M	Buy	+12,874	New	+$3.76M	0.29%	51
2019 Q4	–	Sell	-13	Closed	-$2K	–	215
2019 Q3	$2K	Sell	13 -13	-50%	-$2.01K	﹤0.01%	172
2019 Q2	$4K	Buy	+26	New	+$3.75K	﹤0.01%	179
2018 Q2	–	Sell	-400	Closed	-$55K	–	107
2018 Q1	$55K	Buy	+400	New	+$57.9K	0.02%	92

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Litman Gregory Wealth Management's CB Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Chubb (CB) in Q4 2025: 12,874 shares worth $4.02M. The stake represents 0.29% of the portfolio and ranks #51 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in CB as recently as Q3 2019.

Litman Gregory Wealth Management first reported a position in CB in Q1 2018 and has held it in 4 quarters since. 2,052 funds tracked by Wall St. Rank hold CB as of Q4 2025.

Litman Gregory Wealth Management held 12,874 shares of Chubb worth $4.02M as of Q4 2025.
Chubb was a new Litman Gregory Wealth Management position in Q4 2025.
Chubb made up 0.29% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #51 holding.
Litman Gregory Wealth Management first reported a position in Chubb in Q1 2018 and has held it in 4 quarters since.
2,052 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.