RFP
CB icon

Root Financial Partners’s Chubb CB Stock Holding History

Root Financial Partners’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 		$374K Buy
1,148
+746
+186% +$239K 0.02% 210
2025
Q4 		$125K Sell
402
-495
-55% -$145K 0.01% 395
2025
Q3 		$253K Buy
897
+86
+11% +$23.7K 0.02% 235
2025
Q2 		$235K Buy
+811
New +$233K 0.02% 220

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

Root Financial Partners's CB Position: Q1 2026 in Review

Root Financial Partners increased its Chubb (CB) stake by 186% in Q1 2026, buying an estimated $239K and bringing the position to 1,148 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #210.

Root Financial Partners first reported a position in CB in Q2 2025 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Root Financial Partners held 1,148 shares of Chubb worth $374K as of Q1 2026.
  • Root Financial Partners bought 746 Chubb shares in Q1 2026, an estimated $239K.
  • Chubb made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #210 holding.
  • Root Financial Partners first reported a position in Chubb in Q2 2025 and has held it in 4 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.