Proficio Capital Partners’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$399K Hold
1,224
0.02% 185
2025
Q4
$382K Sell
1,224
-22
-2% -$6.43K 0.03% 177
2025
Q3
$352K Sell
1,246
-1,574
-56% -$433K 0.02% 157
2025
Q2
$817K Buy
2,820
+62
+2% +$17.8K 0.05% 178
2025
Q1
$833K Sell
2,758
-184
-6% -$51.1K 0.06% 146
2024
Q4
$813K Buy
2,942
+988
+51% +$281K 0.07% 126
2024
Q3
$563K Sell
1,954
-897
-31% -$246K 0.06% 135
2024
Q2
$727K Buy
2,851
+64
+2% +$16.4K 0.08% 131
2024
Q1
$722K Buy
2,787
+65
+2% +$16K 0.08% 136
2023
Q4
$615K Buy
2,722
+43
+2% +$9.4K 0.08% 133
2023
Q3
$558K Buy
2,679
+130
+5% +$26.3K 0.07% 136
2023
Q2
$491K Buy
2,549
+99
+4% +$19.4K 0.07% 151
2023
Q1
$476K Sell
2,450
-51
-2% -$10.7K 0.08% 145
2022
Q4
$552K Sell
2,501
-18
-0.7% -$3.75K 0.1% 122
2022
Q3
$460K Sell
2,519
-20
-0.8% -$3.8K 0.08% 133
2022
Q2
$499K Buy
2,539
+62
+3% +$12.8K 0.09% 130
2022
Q1
$530K Buy
2,477
+458
+23% +$93.1K 0.08% 132
2021
Q4
$390K Sell
2,019
-31
-2% -$5.82K 0.05% 174
2021
Q3
$356K Sell
2,050
-311
-13% -$54.5K 0.05% 185
2021
Q2
$375K Buy
2,361
+103
+5% +$17.1K 0.05% 181
2021
Q1
$357K Buy
+2,258
New +$364K 0.05% 169
2019
Q3
Sell
-654
Closed -$96K 366
2019
Q2
$96K Buy
654
+252
+63% +$36.4K 0.03% 216
2019
Q1
$56K Buy
402
+5
+1% +$665 0.02% 306
2018
Q4
$51K Buy
397
+52
+15% +$6.72K 0.02% 289
2018
Q3
$46K Buy
345
+77
+29% +$10.4K 0.02% 373
2018
Q2
$34K Sell
268
-50
-16% -$6.64K 0.01% 450
2018
Q1
$43K Sell
318
-225
-41% -$32.6K 0.01% 380
2017
Q4
$79K Buy
543
+20
+4% +$2.99K 0.03% 254
2017
Q3
$75K Buy
523
+249
+91% +$36K 0.03% 303
2017
Q2
$41K Buy
274
+4
+1% +$563 0.02% 429
2017
Q1
$38K Buy
270
+37
+16% +$4.98K 0.02% 447
2016
Q4
$31K Sell
233
-23
-9% -$2.93K 0.01% 352
2016
Q3
$32K Buy
256
+3
+1% +$381 0.02% 349
2016
Q2
$32K Buy
253
+154
+156% +$19K 0.02% 341
2016
Q1
$12K Sell
99
-105
-51% -$12.1K 0.01% 387
2015
Q4
$24K Buy
+204
New +$23.1K 0.02% 170

Other funds holding CB

Proficio Capital Partners's CB Position: Q1 2026 in Review

Proficio Capital Partners held its Chubb (CB) position steady in Q1 2026 at 1,224 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #185.

Proficio Capital Partners first reported a position in CB in Q4 2015 and has held it in 36 quarters since. The position peaked at $833K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Proficio Capital Partners held 1,224 shares of Chubb worth $399K as of Q1 2026.
  • Proficio Capital Partners left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #185 holding.
  • Proficio Capital Partners first reported a position in Chubb in Q4 2015 and has held it in 36 quarters since.
  • Proficio Capital Partners's Chubb position peaked at $833K in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.