Obermeyer Wealth Partners’s Chubb CB Stock Holding History

Obermeyer Wealth Partners’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	$1.29M	Sell	3,965 -71,529	-95%	-$22.9M	0.06%	99
2025 Q4	$23.6M	Sell	75,494 -6,949	-8%	-$2.03M	1.08%	29
2025 Q3	$23.3M	Sell	82,443 -1,122	-1%	-$309K	1.09%	30
2025 Q2	$24.2M	Sell	83,565 -268	-0.3%	-$77.1K	1.21%	32
2025 Q1	$25.3M	Sell	83,833 -3,501	-4%	-$973K	1.35%	29
2024 Q4	$24.1M	Sell	87,334 -832	-0.9%	-$236K	1.26%	30
2024 Q3	$25.4M	Buy	88,166 +78,496	+812%	+$21.5M	1.36%	26
2024 Q2	$2.47M	Hold	9,670	–	–	0.14%	61
2024 Q1	$2.51M	Buy	9,670 +5,195	+116%	+$1.28M	0.15%	58
2023 Q4	$1.01M	Hold	4,475	–	–	0.07%	75
2023 Q3	$932K	Hold	4,475	–	–	0.07%	71
2023 Q2	$862K	Hold	4,475	–	–	0.06%	80
2023 Q1	$869K	Sell	4,475 -25	-0.6%	-$5.25K	0.06%	75
2022 Q4	$993K	Hold	4,500	–	–	0.08%	72
2022 Q3	$818K	Hold	4,500	–	–	0.07%	73
2022 Q2	$885K	Hold	4,500	–	–	0.07%	73
2022 Q1	$963K	Hold	4,500	–	–	0.06%	75
2021 Q4	$870K	Buy	4,500 +31	+0.7%	+$5.82K	0.05%	84
2021 Q3	$775K	Hold	4,469	–	–	0.04%	90
2021 Q2	$710K	Hold	4,469	–	–	0.04%	104
2021 Q1	$706K	Buy	+4,469	New	+$720K	0.04%	100

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

Obermeyer Wealth Partners's CB Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Chubb (CB) stake by 95% in Q1 2026, selling an estimated $22.9M and leaving 3,965 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #99.

Obermeyer Wealth Partners first reported a position in CB in Q1 2021 and has held it in 21 quarters since. The position peaked at $25.4M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Obermeyer Wealth Partners held 3,965 shares of Chubb worth $1.29M as of Q1 2026.
Obermeyer Wealth Partners sold 71,529 Chubb shares in Q1 2026, an estimated $22.9M.
Chubb made up 0.06% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #99 holding.
Obermeyer Wealth Partners first reported a position in Chubb in Q1 2021 and has held it in 21 quarters since.
Obermeyer Wealth Partners's Chubb position peaked at $25.4M in Q3 2024.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.