Roundview Capital’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.65M | Sell |
8,144
-208
| -2% | -$66.7K | 0.17% | 127 |
|
|
2025
Q4 | $2.61M | Buy |
8,352
+667
| +9% | +$195K | 0.16% | 126 |
|
|
2025
Q3 | $2.17M | Sell |
7,685
-1,013
| -12% | -$279K | 0.14% | 141 |
|
|
2025
Q2 | $2.52M | Buy |
8,698
+74
| +0.9% | +$21.3K | 0.17% | 129 |
|
|
2025
Q1 | $2.6M | Buy |
8,624
+393
| +5% | +$109K | 0.19% | 117 |
|
|
2024
Q4 | $2.27M | Buy |
8,231
+97
| +1% | +$27.5K | 0.16% | 134 |
|
|
2024
Q3 | $2.35M | Buy |
8,134
+2,008
| +33% | +$550K | 0.17% | 130 |
|
|
2024
Q2 | $1.56M | Buy |
6,126
+207
| +3% | +$53.2K | 0.12% | 161 |
|
|
2024
Q1 | $1.53M | Buy |
5,919
+715
| +14% | +$176K | 0.13% | 157 |
|
|
2023
Q4 | $1.18M | Buy |
5,204
+486
| +10% | +$106K | 0.11% | 173 |
|
|
2023
Q3 | $982K | Buy |
4,718
+61
| +1% | +$12.3K | 0.1% | 195 |
|
|
2023
Q2 | $897K | Hold |
4,657
| – | – | 0.09% | 202 |
|
|
2023
Q1 | $904K | Buy |
4,657
+263
| +6% | +$55.3K | 0.09% | 196 |
|
|
2022
Q4 | $969K | Buy |
4,394
+46
| +1% | +$9.57K | 0.11% | 186 |
|
|
2022
Q3 | $791K | Buy |
4,348
+183
| +4% | +$34.8K | 0.1% | 183 |
|
|
2022
Q2 | $819K | Hold |
4,165
| – | – | 0.1% | 184 |
|
|
2022
Q1 | $891K | Buy |
4,165
+106
| +3% | +$21.5K | 0.09% | 188 |
|
|
2021
Q4 | $785K | Hold |
4,059
| – | – | 0.08% | 209 |
|
|
2021
Q3 | $704K | Buy |
4,059
+1
| +0% | +$175 | 0.08% | 212 |
|
|
2021
Q2 | $645K | Buy |
4,058
+12
| +0.3% | +$1.99K | 0.07% | 216 |
|
|
2021
Q1 | $639K | Hold |
4,046
| – | – | 0.08% | 207 |
|
|
2020
Q4 | $623K | Sell |
4,046
-613
| -13% | -$85.9K | 0.09% | 192 |
|
|
2020
Q3 | $541K | Sell |
4,659
-1,230
| -21% | -$155K | 0.08% | 191 |
|
|
2020
Q2 | $746K | Sell |
5,889
-1,870
| -24% | -$217K | 0.13% | 159 |
|
|
2020
Q1 | $867K | Sell |
7,759
-280
| -3% | -$40.2K | 0.18% | 137 |
|
|
2019
Q4 | $1.25M | Buy |
8,039
+18
| +0.2% | +$2.75K | 0.24% | 118 |
|
|
2019
Q3 | $1.29M | Buy |
8,021
+30
| +0.4% | +$4.64K | 0.28% | 104 |
|
|
2019
Q2 | $1.18M | Sell |
7,991
-230
| -3% | -$33.2K | 0.27% | 108 |
|
|
2019
Q1 | $1.15M | Sell |
8,221
-112
| -1% | -$14.9K | 0.27% | 99 |
|
|
2018
Q4 | $1.08M | Sell |
8,333
-4,505
| -35% | -$582K | 0.3% | 92 |
|
|
2018
Q3 | $1.72M | Buy |
12,838
+356
| +3% | +$48.2K | 0.42% | 77 |
|
|
2018
Q2 | $1.58M | Buy |
12,482
+8,375
| +204% | +$1.11M | 0.42% | 80 |
|
|
2018
Q1 | $562K | Buy |
4,107
+12
| +0.3% | +$1.74K | 0.16% | 148 |
|
|
2017
Q4 | $598K | Buy |
4,095
+30
| +0.7% | +$4.48K | 0.15% | 146 |
|
|
2017
Q3 | $579K | Buy |
+4,065
| New | +$588K | 0.17% | 145 |
|
|
2016
Q1 | – | Sell |
-15,363
| Closed | -$1.79M | – | 176 |
|
|
2015
Q4 | $1.79M | Buy |
+15,363
| New | +$1.74M | 0.71% | 42 |
|
Other funds holding CB
VCM
VPM
Roundview Capital's CB Position: Q1 2026 in Review
Roundview Capital reduced its Chubb (CB) stake by 2.5% in Q1 2026, selling an estimated $66.7K and leaving 8,144 shares worth $2.65M. The position accounts for 0.17% of the portfolio, ranked #127.
Roundview Capital first reported a position in CB in Q4 2015 and has held it in 36 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.
- Roundview Capital held 8,144 shares of Chubb worth $2.65M as of Q1 2026.
- Roundview Capital sold 208 Chubb shares in Q1 2026, an estimated $66.7K.
- Chubb made up 0.17% of Roundview Capital's portfolio in Q1 2026, its #127 holding.
- Roundview Capital first reported a position in Chubb in Q4 2015 and has held it in 36 quarters since.
- 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.