Rainier Family Wealth’s Chubb CB Stock Holding History

Rainier Family Wealth’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	–	Sell	-813	Closed	-$254K	–	97
2025 Q4	$254K	Buy	+813	New	+$238K	0.19%	77
2025 Q3	–	Sell	-987	Closed	-$286K	–	73
2025 Q2	$286K	Sell	987 -178	-15%	-$51.2K	0.29%	62
2025 Q1	$352K	Sell	1,165 -247	-17%	-$68.6K	0.41%	52
2024 Q4	$390K	Buy	+1,412	New	+$401K	0.47%	51

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

Rainier Family Wealth's CB Position: Q1 2026 in Review

Rainier Family Wealth sold out of Chubb (CB) in Q1 2026, closing a stake of 813 shares — an estimated $254K sold.

Rainier Family Wealth first reported a position in CB in Q4 2024 and held it in 4 quarters. The position peaked at $390K in Q4 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Rainier Family Wealth reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
Rainier Family Wealth sold 813 Chubb shares in Q1 2026, an estimated $254K.
Rainier Family Wealth first reported a position in Chubb in Q4 2024 and held it in 4 quarters.
Rainier Family Wealth's Chubb position peaked at $390K in Q4 2024.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Rainier Family Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.