RTL
CB icon

Red Tortoise LLC’s Chubb CB Stock Holding History

Red Tortoise LLC’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 		$12.7K Hold
39
– – 0.01% 254
2025
Q4 		$12.2K Hold
39
– – 0.01% 256
2025
Q3 		$11K Hold
39
– – ﹤0.01% 261
2025
Q2 		$11.3K Hold
39
– – 0.01% 246
2025
Q1 		$11.8K Hold
39
– – 0.01% 211
2024
Q4 		$10.8K Hold
39
– – 0.01% 238
2024
Q3 		$11.2K Hold
39
– – 0.01% 228
2024
Q2 		$9.95K Hold
39
– – 0.01% 240
2024
Q1 		$10.1K Hold
39
– – 0.01% 221
2023
Q4 		$8.81K Hold
39
– – 0.01% 204
2023
Q3 		$8.12K Buy
39
+11
+39% +$2.22K 0.01% 199
2023
Q2 		$5.39K Hold
28
– – ﹤0.01% 272
2023
Q1 		$5.44K Hold
28
– – ﹤0.01% 254
2022
Q4 		$6.18K Buy
+28
New +$5.83K ﹤0.01% 285
2021
Q4 		– Sell
-28
Closed -$5K – 134
2021
Q3 		$5K Buy
+28
New +$4.91K ﹤0.01% 289

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

Red Tortoise LLC's CB Position: Q1 2026 in Review

Red Tortoise LLC held its Chubb (CB) position steady in Q1 2026 at 39 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #254.

Red Tortoise LLC first reported a position in CB in Q3 2021 and has held it in 15 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Red Tortoise LLC held 39 shares of Chubb worth $12.7K as of Q1 2026.
  • Red Tortoise LLC left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #254 holding.
  • Red Tortoise LLC first reported a position in Chubb in Q3 2021 and has held it in 15 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.