RWB
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RMR Wealth Builders’s Chubb CB Stock Holding History

RMR Wealth Builders’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 		$1.01M Sell
3,074
-615
-17% -$197K 0.08% 117
2025
Q4 		$1.15M Buy
3,689
+16
+0.4% +$4.68K 0.09% 109
2025
Q3 		$1.04M Sell
3,673
-1,064
-22% -$293K 0.09% 105
2025
Q2 		$1.38M Buy
4,737
+205
+5% +$59K 0.13% 96
2025
Q1 		$1.37M Buy
4,532
+49
+1% +$13.6K 0.14% 91
2024
Q4 		$1.24M Buy
4,483
+110
+3% +$31.2K 0.13% 92
2024
Q3 		$1.26M Hold
4,373
– – 0.13% 86
2024
Q2 		$1.12M Buy
4,373
+21
+0.5% +$5.39K 0.13% 92
2024
Q1 		$1.13M Sell
4,352
-20
-0.5% -$4.92K 0.14% 90
2023
Q4 		$988K Buy
4,372
+152
+4% +$33.2K 0.14% 84
2023
Q3 		$879K Sell
4,220
-71
-2% -$14.4K 0.14% 79
2023
Q2 		$830K Hold
4,291
– – 0.14% 75
2023
Q1 		$833K Buy
4,291
+1
+0% +$210 0.16% 74
2022
Q4 		$950K Sell
4,290
-194
-4% -$40.4K 0.22% 56
2022
Q3 		$819K Hold
4,484
– – 0.2% 58
2022
Q2 		$885K Buy
4,484
+7
+0.2% +$1.44K 0.22% 65
2022
Q1 		$961K Buy
+4,477
New +$910K 0.21% 68
2021
Q4 		– Sell
-5,152
Closed -$898K – 134
2021
Q3 		$898K Hold
5,152
– – 0.26% 57
2021
Q2 		$823K Buy
5,152
+1
+0% +$166 0.27% 64
2021
Q1 		$814K Buy
5,151
+218
+4% +$35.1K 0.21% 68
2020
Q4 		$759K Sell
4,933
-380
-7% -$53.3K 0.37% 51
2020
Q3 		$617K Buy
5,313
+592
+13% +$74.4K 0.16% 99
2020
Q2 		$598K Buy
+4,721
New +$547K 0.53% 42
2019
Q4 		$718K Buy
+4,613
New +$706K 0.69% 36

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

RMR Wealth Builders's CB Position: Q1 2026 in Review

RMR Wealth Builders reduced its Chubb (CB) stake by 17% in Q1 2026, selling an estimated $197K and leaving 3,074 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #117.

RMR Wealth Builders first reported a position in CB in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.38M in Q2 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • RMR Wealth Builders held 3,074 shares of Chubb worth $1.01M as of Q1 2026.
  • RMR Wealth Builders sold 615 Chubb shares in Q1 2026, an estimated $197K.
  • Chubb made up 0.08% of RMR Wealth Builders's portfolio in Q1 2026, its #117 holding.
  • RMR Wealth Builders first reported a position in Chubb in Q4 2019 and has held it in 24 quarters since.
  • RMR Wealth Builders's Chubb position peaked at $1.38M in Q2 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.