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Northern Financial Advisors’s Chubb CB Stock Holding History

Northern Financial Advisors’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 		$426K Buy
1,306
+527
+68% +$169K 0.31% 82
2025
Q4 		$243K Sell
779
-516
-40% -$151K 0.28% 79
2025
Q3 		$366K Sell
1,295
-45
-3% -$12.4K 0.19% 98
2025
Q2 		$388K Sell
1,340
-39
-3% -$11.2K 0.29% 81
2025
Q1 		$416K Sell
1,379
-22
-2% -$6.11K 0.34% 78
2024
Q4 		$387K Sell
1,401
-86
-6% -$24.4K 0.31% 80
2024
Q3 		$429K Sell
1,487
-53
-3% -$14.5K 0.33% 80
2024
Q2 		$393K Buy
1,540
+72
+5% +$18.5K 0.32% 84
2024
Q1 		$380K Sell
1,468
-18
-1% -$4.43K 0.3% 89
2023
Q4 		$336K Sell
1,486
-10
-0.7% -$2.19K 0.28% 90
2023
Q3 		$311K Buy
1,496
+325
+28% +$65.7K 0.29% 90
2023
Q2 		$225K Buy
1,171
+64
+6% +$12.5K 0.2% 106
2023
Q1 		$215K Sell
1,107
-24
-2% -$5.04K 0.2% 107
2022
Q4 		$249K Buy
+1,131
New +$235K 0.28% 84

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

Northern Financial Advisors's CB Position: Q1 2026 in Review

Northern Financial Advisors increased its Chubb (CB) stake by 68% in Q1 2026, buying an estimated $169K and bringing the position to 1,306 shares worth $426K. The position accounts for 0.31% of the portfolio, ranked #82.

Northern Financial Advisors first reported a position in CB in Q4 2022 and has held it in 14 quarters since. The position peaked at $429K in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Northern Financial Advisors held 1,306 shares of Chubb worth $426K as of Q1 2026.
  • Northern Financial Advisors bought 527 Chubb shares in Q1 2026, an estimated $169K.
  • Chubb made up 0.31% of Northern Financial Advisors's portfolio in Q1 2026, its #82 holding.
  • Northern Financial Advisors first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
  • Northern Financial Advisors's Chubb position peaked at $429K in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.