Quaker Wealth Management’s Chubb CB Stock Holding History

Quaker Wealth Management’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	$408K	Buy	1,250 +1	+0.1%	+$321	0.13%	45
2025 Q4	$390K	Buy	1,249 +2	+0.2%	+$585	0.12%	42
2025 Q3	$352K	Hold	1,247	–	–	0.11%	44
2025 Q2	$361K	Buy	+1,247	New	+$359K	0.12%	43
2024 Q3	$357K	Buy	+1,238	New	+$339K	0.13%	40
2024 Q1	$319K	Buy	1,231 +1	+0.1%	+$246	0.13%	38
2023 Q4	$278K	Buy	1,230 +1	+0.1%	+$219	0.13%	38
2023 Q3	$256K	Buy	1,229 +2	+0.2%	+$404	0.12%	38
2023 Q2	$236K	Buy	1,227 +2	+0.2%	+$392	0.11%	41
2023 Q1	$238K	Buy	1,225 +1	+0.1%	+$210	0.11%	40
2022 Q4	$270K	Buy	1,224 +1	+0.1%	+$208	0.14%	31
2022 Q3	$222K	Buy	1,223 +2	+0.2%	+$380	0.12%	36
2022 Q2	$240K	Buy	1,221 +1	+0.1%	+$206	0.12%	35
2022 Q1	$261K	Buy	1,220 +2	+0.2%	+$406	0.11%	38
2021 Q4	$236K	Buy	1,218 +1	+0.1%	+$188	0.1%	46
2021 Q3	$211K	Buy	+1,217	New	+$213K	0.24%	28

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

Quaker Wealth Management's CB Position: Q1 2026 in Review

Quaker Wealth Management increased its Chubb (CB) stake by 0.08% in Q1 2026, buying an estimated $321 and bringing the position to 1,250 shares worth $408K. The position accounts for 0.13% of the portfolio, ranked #45.

Quaker Wealth Management first reported a position in CB in Q3 2021 and has held it in 16 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Quaker Wealth Management held 1,250 shares of Chubb worth $408K as of Q1 2026.
Quaker Wealth Management bought 1 Chubb share in Q1 2026, an estimated $321.
Chubb made up 0.13% of Quaker Wealth Management's portfolio in Q1 2026, its #45 holding.
Quaker Wealth Management first reported a position in Chubb in Q3 2021 and has held it in 16 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.