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Phoenix Financial’s Chubb CB Stock Holding History

Phoenix 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 		$228K Buy
700
+15
+2% +$4.81K ﹤0.01% 435
2025
Q4 		$214K Buy
+685
New +$200K ﹤0.01% 437
2024
Q2 		– Sell
-24,939
Closed -$6.49M – 369
2024
Q1 		$6.49M Buy
24,939
+594
+2% +$146K 0.09% 111
2023
Q4 		$6.22M Buy
24,345
+2,635
+12% +$576K 0.1% 102
2023
Q3 		$4.56M Buy
21,710
+3,834
+21% +$775K 0.08% 112
2023
Q2 		$3.46M Buy
17,876
+2,166
+14% +$424K 0.07% 115
2023
Q1 		$3.07M Buy
15,710
+11,907
+313% +$2.5M 0.07% 121
2022
Q4 		$839K Buy
+3,803
New +$791K 0.02% 195

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

Phoenix Financial's CB Position: Q1 2026 in Review

Phoenix Financial increased its Chubb (CB) stake by 2.2% in Q1 2026, buying an estimated $4.81K and bringing the position to 700 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Phoenix Financial first reported a position in CB in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.49M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Phoenix Financial held 700 shares of Chubb worth $228K as of Q1 2026.
  • Phoenix Financial bought 15 Chubb shares in Q1 2026, an estimated $4.81K.
  • Chubb made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #435 holding.
  • Phoenix Financial first reported a position in Chubb in Q4 2022 and has held it in 8 quarters since.
  • Phoenix Financial's Chubb position peaked at $6.49M in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.