New Perspectives Inc’s Chubb CB Stock Holding History

New Perspectives Inc’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	$248K	Hold	762	–	–	0.09%	40
2025 Q4	$238K	Hold	762	–	–	0.08%	40
2025 Q3	$215K	Hold	762	–	–	0.1%	39
2025 Q2	$221K	Hold	762	–	–	0.11%	34
2025 Q1	$230K	Hold	762	–	–	0.12%	34
2024 Q4	$211K	Hold	762	–	–	0.11%	35
2024 Q3	$220K	Buy	+762	New	+$209K	0.12%	35
2022 Q3	–	Sell	-1,054	Closed	-$207K	–	21
2022 Q2	$207K	Buy	+1,054	New	+$217K	0.17%	22

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

New Perspectives Inc's CB Position: Q1 2026 in Review

New Perspectives Inc held its Chubb (CB) position steady in Q1 2026 at 762 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #40.

New Perspectives Inc first reported a position in CB in Q2 2022 and has held it in 8 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

New Perspectives Inc held 762 shares of Chubb worth $248K as of Q1 2026.
New Perspectives Inc left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.09% of New Perspectives Inc's portfolio in Q1 2026, its #40 holding.
New Perspectives Inc first reported a position in Chubb in Q2 2022 and has held it in 8 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on New Perspectives Inc's 13F filing for Q1 2026, filed 21 Apr 2026.