Rede Wealth’s Chubb CB Stock Holding History

Rede 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	$555K	Hold	1,703	–	–	0.2%	56
2025 Q4	$532K	Buy	+1,703	New	+$498K	0.18%	57
2025 Q3	–	Sell	-1,897	Closed	-$550K	–	119
2025 Q2	$550K	Buy	1,897 +1	+0.1%	+$288	0.2%	55
2025 Q1	$573K	Sell	1,896 -4	-0.2%	-$1.11K	0.2%	53
2024 Q4	$525K	Buy	1,900 +37	+2%	+$10.5K	0.2%	54
2024 Q3	$537K	Sell	1,863 -3	-0.2%	-$822	0.21%	54
2024 Q2	$476K	Buy	1,866 +10	+0.5%	+$2.57K	0.44%	52
2024 Q1	$481K	Buy	1,856 +160	+9%	+$39.3K	0.2%	52
2023 Q4	$383K	Hold	1,696	–	–	0.18%	59
2023 Q3	$353K	Sell	1,696 -156	-8%	-$31.5K	0.18%	53
2023 Q2	$357K	Buy	1,852 +236	+15%	+$46.2K	0.17%	64
2023 Q1	$314K	Hold	1,616	–	–	0.16%	72
2022 Q4	$356K	Hold	1,616	–	–	0.19%	64
2022 Q3	$294K	Hold	1,616	–	–	0.17%	73
2022 Q2	$318K	Hold	1,616	–	–	0.18%	73
2022 Q1	$346K	Hold	1,616	–	–	0.16%	73
2021 Q4	$312K	Hold	1,616	–	–	0.16%	82
2021 Q3	$280K	Hold	1,616	–	–	0.15%	90
2021 Q2	$257K	Hold	1,616	–	–	0.14%	92
2021 Q1	$255K	Hold	1,616	–	–	0.15%	90
2020 Q4	$249K	Buy	+1,616	New	+$227K	0.17%	80

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

Rede Wealth's CB Position: Q1 2026 in Review

Rede Wealth held its Chubb (CB) position steady in Q1 2026 at 1,703 shares worth $555K. The position accounts for 0.2% of the portfolio, ranked #56.

Rede Wealth first reported a position in CB in Q4 2020 and has held it in 21 quarters since. The position peaked at $573K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Rede Wealth held 1,703 shares of Chubb worth $555K as of Q1 2026.
Rede Wealth left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.2% of Rede Wealth's portfolio in Q1 2026, its #56 holding.
Rede Wealth first reported a position in Chubb in Q4 2020 and has held it in 21 quarters since.
Rede Wealth's Chubb position peaked at $573K in Q1 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

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