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NWF Advisory Services’s Chubb CB Stock Holding History

NWF Advisory Services’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 		$4.2M Buy
12,898
+412
+3% +$132K 0.47% 52
2025
Q4 		$3.9M Buy
12,486
+4,319
+53% +$1.26M 0.43% 52
2025
Q3 		$2.31M Buy
8,167
+6,946
+569% +$1.91M 0.25% 79
2025
Q2 		$354K Buy
1,221
+151
+14% +$43.5K 0.04% 261
2025
Q1 		$323K Buy
1,070
+190
+22% +$52.8K 0.05% 237
2024
Q4 		$244K Buy
+880
New +$250K 0.04% 222

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

NWF Advisory Services's CB Position: Q1 2026 in Review

NWF Advisory Services increased its Chubb (CB) stake by 3.3% in Q1 2026, buying an estimated $132K and bringing the position to 12,898 shares worth $4.2M. The position accounts for 0.47% of the portfolio, ranked #52.

NWF Advisory Services first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • NWF Advisory Services held 12,898 shares of Chubb worth $4.2M as of Q1 2026.
  • NWF Advisory Services bought 412 Chubb shares in Q1 2026, an estimated $132K.
  • Chubb made up 0.47% of NWF Advisory Services's portfolio in Q1 2026, its #52 holding.
  • NWF Advisory Services first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.