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Revisor Wealth Management’s Chubb CB Stock Holding History

Revisor 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 		$454K Sell
1,394
-51
-4% -$16.4K 0.13% 177
2025
Q4 		$435K Sell
1,445
-59
-4% -$17.3K 0.12% 180
2025
Q3 		$428K Sell
1,504
-148
-9% -$40.7K 0.15% 153
2025
Q2 		$464K Sell
1,652
-35
-2% -$10.1K 0.17% 144
2025
Q1 		$511K Buy
1,687
+710
+73% +$197K 0.23% 97
2024
Q4 		$269K Sell
977
-443
-31% -$126K 0.25% 83
2024
Q3 		$410K Sell
1,420
-37
-3% -$10.1K 0.26% 92
2024
Q2 		$372K Sell
1,457
-1,127
-44% -$289K 0.26% 85
2024
Q1 		$627K Buy
2,584
+1,438
+125% +$354K 0.28% 86
2023
Q4 		$259K Sell
1,146
-432
-27% -$94.5K 0.3% 93
2023
Q3 		$329K Buy
1,578
+282
+22% +$57K 0.28% 96
2023
Q2 		$250K Sell
1,296
-76
-6% -$14.9K 0.22% 136
2023
Q1 		$266K Buy
+1,372
New +$288K 0.24% 124

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

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

Revisor Wealth Management reduced its Chubb (CB) stake by 3.5% in Q1 2026, selling an estimated $16.4K and leaving 1,394 shares worth $454K. The position accounts for 0.13% of the portfolio, ranked #177.

Revisor Wealth Management first reported a position in CB in Q1 2023 and has held it in 13 quarters since. The position peaked at $627K in Q1 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Revisor Wealth Management held 1,394 shares of Chubb worth $454K as of Q1 2026.
  • Revisor Wealth Management sold 51 Chubb shares in Q1 2026, an estimated $16.4K.
  • Chubb made up 0.13% of Revisor Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Revisor Wealth Management first reported a position in Chubb in Q1 2023 and has held it in 13 quarters since.
  • Revisor Wealth Management's Chubb position peaked at $627K in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.