NW
CB icon

Naviter Wealth’s Chubb CB Stock Holding History

Naviter 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 		$353K Buy
1,081
+119
+12% +$38.2K 0.04% 222
2025
Q4 		$301K Sell
962
-383
-28% -$112K 0.04% 232
2025
Q3 		$381K Buy
1,345
+235
+21% +$64.7K 0.04% 216
2025
Q2 		$323K Buy
1,110
+116
+12% +$33.4K 0.04% 230
2025
Q1 		$296K Hold
994
– – 0.04% 235
2024
Q4 		$276K Buy
+994
New +$282K 0.03% 240

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

Naviter Wealth's CB Position: Q1 2026 in Review

Naviter Wealth increased its Chubb (CB) stake by 12% in Q1 2026, buying an estimated $38.2K and bringing the position to 1,081 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #222.

Naviter Wealth first reported a position in CB in Q4 2024 and has held it in 6 quarters since. The position peaked at $381K in Q3 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Naviter Wealth held 1,081 shares of Chubb worth $353K as of Q1 2026.
  • Naviter Wealth bought 119 Chubb shares in Q1 2026, an estimated $38.2K.
  • Chubb made up 0.04% of Naviter Wealth's portfolio in Q1 2026, its #222 holding.
  • Naviter Wealth first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • Naviter Wealth's Chubb position peaked at $381K in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.