SAI
CB icon

Savvy Advisors Inc’s Chubb CB Stock Holding History

Savvy Advisors Inc’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 		$1.41M Sell
4,313
-153
-3% -$49.1K 0.04% 351
2025
Q4 		$1.39M Buy
4,466
+1,795
+67% +$525K 0.05% 300
2025
Q3 		$754K Buy
2,671
+1,291
+94% +$355K 0.03% 325
2025
Q2 		$400K Buy
1,380
+306
+28% +$88.1K 0.03% 413
2025
Q1 		$324K Buy
1,074
+104
+11% +$28.9K 0.03% 375
2024
Q4 		$268K Sell
970
-1,530
-61% -$434K 0.03% 363
2024
Q3 		$721K Buy
+2,500
New +$685K 0.15% 142

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

Savvy Advisors Inc's CB Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Chubb (CB) stake by 3.4% in Q1 2026, selling an estimated $49.1K and leaving 4,313 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #351.

Savvy Advisors Inc first reported a position in CB in Q3 2024 and has held it in 7 quarters since. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Savvy Advisors Inc held 4,313 shares of Chubb worth $1.41M as of Q1 2026.
  • Savvy Advisors Inc sold 153 Chubb shares in Q1 2026, an estimated $49.1K.
  • Chubb made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #351 holding.
  • Savvy Advisors Inc first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.