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Peterson Wealth Services’s Chubb CB Stock Holding History

Peterson Wealth 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 		$3.8M Buy
11,665
+417
+4% +$134K 0.94% 30
2025
Q4 		$3.51M Buy
11,248
+9,314
+482% +$2.72M 0.9% 30
2025
Q3 		$3.18M Sell
1,934
-9,357
-83% -$2.58M 0.79% 33
2025
Q2 		$3.27M Buy
11,291
+247
+2% +$71.1K 0.9% 32
2025
Q1 		$3.34M Buy
11,044
+965
+10% +$268K 1.03% 29
2024
Q4 		$2.78M Buy
10,079
+544
+6% +$154K 0.84% 34
2024
Q3 		$2.75M Buy
9,535
+581
+6% +$159K 0.88% 34
2024
Q2 		$2.28M Buy
8,954
+251
+3% +$64.5K 0.8% 40
2024
Q1 		$2.26M Buy
8,703
+428
+5% +$105K 0.82% 43
2023
Q4 		$1.87M Buy
+8,275
New +$1.81M 0.8% 41
2023
Q3 		– Sell
-5,566
Closed -$1.07M – 66
2023
Q2 		$1.07M Buy
5,566
+117
+2% +$22.9K 0.51% 57
2023
Q1 		$1.06M Buy
5,449
+803
+17% +$169K 0.54% 58
2022
Q4 		$1.02M Buy
4,646
+456
+11% +$94.9K 0.59% 44
2022
Q3 		$762K Buy
4,190
+1,163
+38% +$221K 0.54% 47
2022
Q2 		$595K Buy
3,027
+446
+17% +$91.9K 0.43% 46
2022
Q1 		$552K Buy
2,581
+543
+27% +$110K 0.34% 47
2021
Q4 		$394K Buy
+2,038
New +$383K 0.26% 55

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

Peterson Wealth Services's CB Position: Q1 2026 in Review

Peterson Wealth Services increased its Chubb (CB) stake by 3.7% in Q1 2026, buying an estimated $134K and bringing the position to 11,665 shares worth $3.8M. The position accounts for 0.94% of the portfolio, ranked #30.

Peterson Wealth Services first reported a position in CB in Q4 2021 and has held it in 17 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Peterson Wealth Services held 11,665 shares of Chubb worth $3.8M as of Q1 2026.
  • Peterson Wealth Services bought 417 Chubb shares in Q1 2026, an estimated $134K.
  • Chubb made up 0.94% of Peterson Wealth Services's portfolio in Q1 2026, its #30 holding.
  • Peterson Wealth Services first reported a position in Chubb in Q4 2021 and has held it in 17 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.