PJWM
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Philip James Wealth Mangement’s Chubb CB Stock Holding History

Philip James Wealth Mangement’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 		$29.8M Buy
91,299
+27,099
+42% +$8.69M 3.42% 4
2025
Q4 		$20M Buy
64,200
+13,412
+26% +$3.92M 2.32% 6
2025
Q3 		$14.3M Buy
50,788
+36,034
+244% +$9.92M 1.67% 11
2025
Q2 		$4.27M Buy
14,754
+9,700
+192% +$2.79M 0.55% 41
2025
Q1 		$1.53M Buy
5,054
+4,170
+472% +$1.16M 0.19% 68
2024
Q4 		$244K Buy
884
+1
+0.1% +$284 0.03% 152
2024
Q3 		$255K Buy
883
+2
+0.2% +$548 0.03% 138
2024
Q2 		$225K Sell
881
-32
-4% -$8.22K 0.15% 66
2024
Q1 		$237K Sell
913
-550
-38% -$135K 0.17% 60
2023
Q4 		$331K Buy
+1,463
New +$320K 0.26% 50

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

Philip James Wealth Mangement's CB Position: Q1 2026 in Review

Philip James Wealth Mangement increased its Chubb (CB) stake by 42% in Q1 2026, buying an estimated $8.69M and bringing the position to 91,299 shares worth $29.8M. The position accounts for 3.42% of the portfolio, ranked #4.

Philip James Wealth Mangement first reported a position in CB in Q4 2023 and has held it in 10 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Philip James Wealth Mangement held 91,299 shares of Chubb worth $29.8M as of Q1 2026.
  • Philip James Wealth Mangement bought 27,099 Chubb shares in Q1 2026, an estimated $8.69M.
  • Chubb made up 3.42% of Philip James Wealth Mangement's portfolio in Q1 2026, its #4 holding.
  • Philip James Wealth Mangement first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.