New Vernon Investment Management’s Chubb CB Stock Holding History

New Vernon Investment 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	$6.01M	Buy	+18,432	New	+$5.91M	6.38%	3
2025 Q4	–	Sell	-17,735	Closed	-$5.01M	–	39
2025 Q3	$5.01M	Buy	+17,735	New	+$4.88M	4.67%	8
2024 Q4	–	Sell	-14,071	Closed	-$4.06M	–	38
2024 Q3	$4.06M	Hold	14,071	–	–	4.37%	6
2024 Q2	$3.59M	Sell	14,071 -14,071	-50%	-$3.61M	4.66%	6
2024 Q1	$7.29M	Buy	28,142 +11,751	+72%	+$2.89M	6.2%	6
2023 Q4	$3.7M	Hold	16,391	–	–	4.27%	13
2023 Q3	$3.41M	Hold	16,391	–	–	5.22%	7
2023 Q2	$3.16M	Hold	16,391	–	–	5.11%	8
2023 Q1	$3.18M	Sell	16,391 -4,098	-20%	-$861K	6.55%	6
2022 Q4	$4.52M	Hold	20,489	–	–	6.94%	6
2022 Q3	$3.73M	Hold	20,489	–	–	7.6%	5
2022 Q2	$4.03M	Sell	20,489 -4,766	-19%	-$982K	6.94%	5
2022 Q1	$5.4M	Hold	25,255	–	–	7.53%	5
2021 Q4	$4.88M	Hold	25,255	–	–	7.82%	5
2021 Q3	$4.38M	Buy	+25,255	New	+$4.43M	7.43%	5

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 Vernon Investment Management's CB Position: Q1 2026 in Review

New Vernon Investment Management opened a new position in Chubb (CB) in Q1 2026: 18,432 shares worth $6.01M. The stake represents 6.38% of the portfolio and ranks #3 among its holdings. This is a return to the name: New Vernon Investment Management previously reported a position in CB as recently as Q3 2025.

New Vernon Investment Management first reported a position in CB in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.29M in Q1 2024. 2,106 funds tracked by Wall St. Rank hold CB as of Q1 2026.

New Vernon Investment Management held 18,432 shares of Chubb worth $6.01M as of Q1 2026.
Chubb was a new New Vernon Investment Management position in Q1 2026.
Chubb made up 6.38% of New Vernon Investment Management's portfolio in Q1 2026, its #3 holding.
New Vernon Investment Management first reported a position in Chubb in Q3 2021 and has held it in 15 quarters since.
New Vernon Investment Management's Chubb position peaked at $7.29M in Q1 2024.
2,106 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.