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Optimize Financial’s Chubb CB Stock Holding History

Optimize Financial’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 		– Sell
-1,647
Closed -$514K – 325
2025
Q4 		$514K Buy
1,647
+20
+1% +$5.85K 0.26% 118
2025
Q3 		$459K Buy
+1,627
New +$448K 0.24% 142
2025
Q1 		– Sell
-1,118
Closed -$309K – 234
2024
Q4 		$309K Buy
+1,118
New +$317K 0.23% 136

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

Optimize Financial's CB Position: Q1 2026 in Review

Optimize Financial sold out of Chubb (CB) in Q1 2026, closing a stake of 1,647 shares — an estimated $514K sold.

Optimize Financial first reported a position in CB in Q4 2024 and held it in 3 quarters. The position peaked at $514K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Optimize Financial reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,647 Chubb shares in Q1 2026, an estimated $514K.
  • Optimize Financial first reported a position in Chubb in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Chubb position peaked at $514K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.