Merited Wealth’s Chubb CB Stock Holding History

Merited Wealth’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	–	Sell	-10	Closed	-$3.12K	–	119
2025 Q4	$3.12K	Buy	+10	New	+$2.92K	﹤0.01%	240

Other funds holding CB

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Merited Wealth's CB Position: Q1 2026 in Review

Merited Wealth sold out of Chubb (CB) in Q1 2026, closing a stake of 10 shares — an estimated $3.12K sold.

Merited Wealth first reported a position in CB in Q4 2025 and held it in 1 quarter. The position peaked at $3.12K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Merited Wealth reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 10 Chubb shares in Q1 2026, an estimated $3.12K.
Merited Wealth first reported a position in Chubb in Q4 2025 and held it in 1 quarter.
Merited Wealth's Chubb position peaked at $3.12K in Q4 2025.
2,114 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.