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Newbridge Financial Services Group’s Chubb CB Stock Holding History

Newbridge Financial Services Group’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 		$1.26M Sell
3,875
-321
-8% -$103K 0.21% 90
2025
Q4 		$1.31M Sell
4,196
-238
-5% -$69.6K 0.2% 88
2025
Q3 		$1.25M Sell
4,434
-394
-8% -$108K 0.19% 99
2025
Q2 		$1.4M Sell
4,828
-43
-0.9% -$12.4K 0.23% 83
2025
Q1 		$1.47M Sell
4,871
-427
-8% -$119K 0.36% 63
2024
Q4 		$1.46M Sell
5,298
-1,366
-20% -$388K 0.38% 58
2024
Q3 		$1.92M Buy
6,664
+3,890
+140% +$1.07M 0.67% 40
2024
Q2 		$708K Buy
2,774
+2,352
+557% +$604K 0.26% 75
2024
Q1 		$109K Buy
422
+42
+11% +$10.3K 0.05% 275
2023
Q4 		$85.9K Buy
380
+10
+3% +$2.19K 0.04% 300
2023
Q3 		$77K Hold
370
– – 0.04% 341
2023
Q2 		$71.2K Hold
370
– – 0.03% 377
2023
Q1 		$71.8K Buy
370
+37
+11% +$7.78K 0.04% 379
2022
Q4 		$73.5K Hold
333
– – 0.04% 371
2022
Q3 		$61K Hold
333
– – 0.04% 404
2022
Q2 		$65K Hold
333
– – 0.04% 348
2022
Q1 		$71K Hold
333
– – 0.03% 380
2021
Q4 		$64K Buy
333
+8
+2% +$1.5K 0.03% 401
2021
Q3 		$56K Buy
325
+240
+282% +$42.1K 0.04% 378
2021
Q2 		$14K Hold
85
– – 0.01% 873
2021
Q1 		$13K Hold
85
– – 0.01% 807
2020
Q4 		$13K Hold
85
– – 0.01% 643
2020
Q3 		$10K Buy
+85
New +$10.7K 0.01% 665

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

Newbridge Financial Services Group's CB Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Chubb (CB) stake by 7.7% in Q1 2026, selling an estimated $103K and leaving 3,875 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #90.

Newbridge Financial Services Group first reported a position in CB in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.92M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Newbridge Financial Services Group held 3,875 shares of Chubb worth $1.26M as of Q1 2026.
  • Newbridge Financial Services Group sold 321 Chubb shares in Q1 2026, an estimated $103K.
  • Chubb made up 0.21% of Newbridge Financial Services Group's portfolio in Q1 2026, its #90 holding.
  • Newbridge Financial Services Group first reported a position in Chubb in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Chubb position peaked at $1.92M in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.