One Wealth Advisors’s Chubb CB Stock Holding History

One Wealth 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	$1.07M	Buy	3,283 +73	+2%	+$23.4K	0.13%	89
2025 Q4	$1M	Buy	+3,210	New	+$939K	0.12%	93
2025 Q1	–	Sell	-725	Closed	-$200K	–	287
2024 Q4	$200K	Sell	725 -172	-19%	-$48.8K	0.03%	243
2024 Q3	$260K	Hold	897	–	–	0.04%	219
2024 Q2	$242K	Sell	897 -4	-0.4%	-$1.03K	0.05%	194
2024 Q1	$234K	Buy	+901	New	+$222K	0.04%	214
2023 Q1	–	Sell	-619	Closed	-$137K	–	258
2022 Q4	$137K	Buy	+619	New	+$129K	0.03%	251
2019 Q2	–	Sell	-67	Closed	-$9K	–	173
2019 Q1	$9K	Buy	+67	New	+$8.91K	0.01%	323
2018 Q4	–	Sell	-62	Closed	-$8K	–	160
2018 Q3	$8K	Buy	62 +5	+9%	+$676	0.01%	358
2018 Q2	$7K	Hold	57	–	–	0.01%	357
2018 Q1	$8K	Buy	57 +1	+2%	+$145	0.01%	322
2017 Q4	$8K	Buy	+56	New	+$8.37K	0.01%	363

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

One Wealth Advisors's CB Position: Q1 2026 in Review

One Wealth Advisors increased its Chubb (CB) stake by 2.3% in Q1 2026, buying an estimated $23.4K and bringing the position to 3,283 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #89.

One Wealth Advisors first reported a position in CB in Q4 2017 and has held it in 12 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

One Wealth Advisors held 3,283 shares of Chubb worth $1.07M as of Q1 2026.
One Wealth Advisors bought 73 Chubb shares in Q1 2026, an estimated $23.4K.
Chubb made up 0.13% of One Wealth Advisors's portfolio in Q1 2026, its #89 holding.
One Wealth Advisors first reported a position in Chubb in Q4 2017 and has held it in 12 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

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