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Magnolia Capital Advisors’s Chubb CB Stock Holding History

Magnolia Capital Advisors’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 		$1.58M Sell
4,858
-774
-14% -$248K 0.31% 90
2025
Q4 		$1.76M Buy
5,632
+208
+4% +$60.8K 0.37% 73
2025
Q3 		$1.53M Sell
5,424
-240
-4% -$66.1K 0.4% 75
2025
Q2 		$1.64M Sell
5,664
-154
-3% -$44.3K 0.41% 66
2025
Q1 		$1.76M Buy
5,818
+205
+4% +$57K 0.48% 51
2024
Q4 		$1.55M Buy
5,613
+445
+9% +$126K 0.4% 64
2024
Q3 		$1.49M Sell
5,168
-244
-5% -$66.9K 0.75% 30
2024
Q2 		$1.38M Buy
+5,412
New +$1.39M 0.77% 38
2023
Q3 		– Sell
-6,402
Closed -$1.23M – 83
2023
Q2 		$1.23M Sell
6,402
-73
-1% -$14.3K 0.62% 49
2023
Q1 		$1.26M Buy
6,475
+219
+4% +$46K 0.65% 44
2022
Q4 		$1.38M Sell
6,256
-32
-0.5% -$6.66K 0.92% 29
2022
Q3 		$1.14M Buy
6,288
+1
+0% +$190 0.97% 27
2022
Q2 		$1.24M Sell
6,287
-230
-4% -$47.4K 1.12% 28
2022
Q1 		$1.39M Sell
6,517
-337
-5% -$68.5K 0.55% 52
2021
Q4 		$1.32M Buy
6,854
+250
+4% +$47K 0.39% 61
2021
Q3 		$1.15M Buy
6,604
+60
+0.9% +$10.5K 0.4% 67
2021
Q2 		$1.04M Sell
6,544
-70
-1% -$11.6K 0.46% 54
2021
Q1 		$1.04M Buy
6,614
+4,385
+197% +$707K 2.07% 14
2020
Q4 		$343K Buy
2,229
+148
+7% +$20.7K 0.22% 75
2020
Q3 		$242K Sell
2,081
-13
-0.6% -$1.63K 0.19% 86
2020
Q2 		$265K Sell
2,094
-233
-10% -$27K 0.34% 68
2020
Q1 		$260K Buy
2,327
+169
+8% +$24.2K 0.5% 50
2019
Q4 		$336K Buy
+2,158
New +$330K 0.32% 53

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 $298B AUM 21.96% 1-Year Est. Return

Magnolia Capital Advisors's CB Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its Chubb (CB) stake by 14% in Q1 2026, selling an estimated $248K and leaving 4,858 shares worth $1.58M. The position accounts for 0.31% of the portfolio, ranked #90.

Magnolia Capital Advisors first reported a position in CB in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.76M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Magnolia Capital Advisors held 4,858 shares of Chubb worth $1.58M as of Q1 2026.
  • Magnolia Capital Advisors sold 774 Chubb shares in Q1 2026, an estimated $248K.
  • Chubb made up 0.31% of Magnolia Capital Advisors's portfolio in Q1 2026, its #90 holding.
  • Magnolia Capital Advisors first reported a position in Chubb in Q4 2019 and has held it in 23 quarters since.
  • Magnolia Capital Advisors's Chubb position peaked at $1.76M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.