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Quotient Wealth Partners’s Chubb CB Stock Holding History

Quotient Wealth Partners’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 		$462K Sell
1,416
-35
-2% -$11.2K 0.01% 207
2025
Q4 		$453K Buy
1,451
+54
+4% +$15.8K 0.01% 211
2025
Q3 		$394K Sell
1,397
-97
-6% -$26.7K 0.01% 237
2025
Q2 		$433K Buy
1,494
+73
+5% +$21K 0.01% 207
2025
Q1 		$429K Buy
1,421
+58
+4% +$16.1K 0.01% 194
2024
Q4 		$377K Buy
1,363
+197
+17% +$55.9K 0.01% 213
2024
Q3 		$336K Buy
1,166
+115
+11% +$31.5K 0.01% 230
2024
Q2 		$268K Buy
1,051
+41
+4% +$10.5K 0.01% 258
2024
Q1 		$262K Buy
1,010
+44
+5% +$10.8K 0.01% 253
2023
Q4 		$218K Buy
+966
New +$211K 0.01% 261

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

Quotient Wealth Partners's CB Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Chubb (CB) stake by 2.4% in Q1 2026, selling an estimated $11.2K and leaving 1,416 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #207.

Quotient Wealth Partners 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.

  • Quotient Wealth Partners held 1,416 shares of Chubb worth $462K as of Q1 2026.
  • Quotient Wealth Partners sold 35 Chubb shares in Q1 2026, an estimated $11.2K.
  • Chubb made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #207 holding.
  • Quotient Wealth Partners 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 Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.