RMR Capital Management’s Chubb CB Stock Holding History

RMR Capital 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	$432K	Hold	1,325	–	–	0.31%	51
2025 Q4	$414K	Hold	1,325	–	–	0.3%	51
2025 Q3	$374K	Hold	1,325	–	–	0.26%	58
2025 Q2	$384K	Hold	1,325	–	–	0.27%	56
2025 Q1	$400K	Hold	1,325	–	–	0.28%	57
2024 Q4	$366K	Hold	1,325	–	–	0.27%	57
2024 Q3	$382K	Hold	1,325	–	–	0.31%	55
2024 Q2	$338K	Hold	1,325	–	–	0.31%	53
2024 Q1	$343K	Hold	1,325	–	–	0.31%	51
2023 Q4	$299K	Buy	+1,325	New	+$290K	0.34%	50

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

RMR Capital Management's CB Position: Q1 2026 in Review

RMR Capital Management held its Chubb (CB) position steady in Q1 2026 at 1,325 shares worth $432K. The position accounts for 0.31% of the portfolio, ranked #51.

RMR Capital Management 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.

RMR Capital Management held 1,325 shares of Chubb worth $432K as of Q1 2026.
RMR Capital Management left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.31% of RMR Capital Management's portfolio in Q1 2026, its #51 holding.
RMR Capital Management 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 RMR Capital Management's 13F filing for Q1 2026, filed 20 May 2026.