Marino Stram & Associates’s Chubb CB Stock Holding History

Marino Stram & Associates’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	$206K	Buy	+631	New	+$202K	0.04%	180
2025 Q4	–	Sell	-929	Closed	-$262K	–	186
2025 Q3	$262K	Buy	+929	New	+$256K	0.05%	165
2021 Q3	–	Sell	-1,893	Closed	-$301K	–	167
2021 Q2	$301K	Buy	+1,893	New	+$314K	0.08%	206
2019 Q2	–	Sell	-830	Closed	-$116K	–	148
2019 Q1	$116K	Hold	830	–	–	0.08%	108
2018 Q4	$107K	Buy	830 +5	+0.6%	+$646	0.09%	102
2018 Q3	$110K	Sell	825 -96	-10%	-$13K	0.09%	120
2018 Q2	$117K	Sell	921 -7	-0.8%	-$930	0.1%	106
2018 Q1	$127K	Hold	928	–	–	0.12%	99
2017 Q4	$136K	Buy	+928	New	+$139K	0.13%	94

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

Marino Stram & Associates's CB Position: Q1 2026 in Review

Marino Stram & Associates opened a new position in Chubb (CB) in Q1 2026: 631 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings. This is a return to the name: Marino Stram & Associates previously reported a position in CB as recently as Q3 2025.

Marino Stram & Associates first reported a position in CB in Q4 2017 and has held it in 9 quarters since. The position peaked at $301K in Q2 2021. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Marino Stram & Associates held 631 shares of Chubb worth $206K as of Q1 2026.
Chubb was a new Marino Stram & Associates position in Q1 2026.
Chubb made up 0.04% of Marino Stram & Associates's portfolio in Q1 2026, its #180 holding.
Marino Stram & Associates first reported a position in Chubb in Q4 2017 and has held it in 9 quarters since.
Marino Stram & Associates's Chubb position peaked at $301K in Q2 2021.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.