Paladin Advisory Group’s Chubb CB Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-5,774	Closed	-$1.27M	–	300
2022 Q4	$1.27M	Sell	5,774 -110	-2%	-$22.9K	1.09%	30
2022 Q3	$1.07M	Hold	5,884	–	–	0.98%	34
2022 Q2	$1.16M	Buy	+5,884	New	+$1.21M	0.99%	33
2022 Q1	–	Sell	-5,884	Closed	-$1.14M	–	311
2021 Q4	$1.14M	Buy	+5,884	New	+$1.11M	0.92%	31

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

Paladin Advisory Group's CB Position: Q1 2026 in Review

Paladin Advisory Group reduced its Chubb (CB) stake by 17% in Q1 2026, selling an estimated $64.2K and leaving 998 shares worth $325K. The position accounts for 0.25% of the portfolio, ranked #60.

Paladin Advisory Group first reported a position in CB in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Paladin Advisory Group held 998 shares of Chubb worth $325K as of Q1 2026.
Paladin Advisory Group sold 200 Chubb shares in Q1 2026, an estimated $64.2K.
Chubb made up 0.25% of Paladin Advisory Group's portfolio in Q1 2026, its #60 holding.
Paladin Advisory Group first reported a position in Chubb in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Chubb position peaked at $1.64M in Q1 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.