Measured Wealth Private Client Group’s Chubb CB Stock Holding History

Measured Wealth Private Client Group’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	$125K	Buy	383 +20	+6%	+$6.42K	0.03%	221
2025 Q4	$113K	Sell	363 -6	-2%	-$1.75K	0.03%	240
2025 Q3	$104K	Buy	+369	New	+$102K	0.03%	236
2018 Q4	–	Sell	-40	Closed	-$5K	–	190
2018 Q3	$5K	Buy	+40	New	+$5.41K	﹤0.01%	686

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

Measured Wealth Private Client Group's CB Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Chubb (CB) stake by 5.5% in Q1 2026, buying an estimated $6.42K and bringing the position to 383 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #221.

Measured Wealth Private Client Group first reported a position in CB in Q3 2018 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Measured Wealth Private Client Group held 383 shares of Chubb worth $125K as of Q1 2026.
Measured Wealth Private Client Group bought 20 Chubb shares in Q1 2026, an estimated $6.42K.
Chubb made up 0.03% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #221 holding.
Measured Wealth Private Client Group first reported a position in Chubb in Q3 2018 and has held it in 4 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.