NWM
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Navigoe Wealth Management’s Chubb CB Stock Holding History

Navigoe 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
2026
Q1 		$18K Hold
57
– – 0.01% 105
2025
Q4 		$17K Hold
57
– – 0.01% 115
2025
Q3 		$16K Buy
57
+7
+14% +$1.93K 0.01% 123
2025
Q2 		$14K Hold
50
– – 0.01% 100
2025
Q1 		$15K Hold
50
– – 0.01% 101
2024
Q4 		$13K Buy
+50
New +$14.2K 0.01% 103

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

Navigoe Wealth Management's CB Position: Q1 2026 in Review

Navigoe Wealth Management held its Chubb (CB) position steady in Q1 2026 at 57 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #105.

Navigoe Wealth Management first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Navigoe Wealth Management held 57 shares of Chubb worth $18K as of Q1 2026.
  • Navigoe Wealth Management left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.01% of Navigoe Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Navigoe Wealth Management first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.