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Saxon Interests’s Chubb CB Stock Holding History

Saxon Interests’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 		$1.25M Sell
3,843
-1,173
-23% -$376K 0.43% 54
2025
Q4 		$1.57M Sell
5,016
-64
-1% -$18.7K 0.55% 46
2025
Q3 		$1.4M Buy
5,080
+212
+4% +$58.3K 0.55% 47
2025
Q2 		$1.47M Hold
4,868
– – 0.69% 36
2025
Q1 		$1.47M Sell
4,868
-8
-0.2% -$2.22K 0.69% 36
2024
Q4 		$1.35M Buy
4,876
+423
+9% +$120K 0.59% 44
2024
Q3 		$1.28M Sell
4,453
-177
-4% -$48.5K 0.58% 45
2024
Q2 		$1.18M Buy
4,630
+141
+3% +$36.2K 0.56% 46
2024
Q1 		$1.16M Buy
4,489
+261
+6% +$64.2K 0.55% 46
2023
Q4 		$956K Buy
+4,228
New +$925K 0.48% 60
2023
Q3 		– Sell
-4,027
Closed -$776K – 75
2023
Q2 		$776K Sell
4,027
-609
-13% -$119K 0.42% 77
2023
Q1 		$900K Buy
4,636
+145
+3% +$30.5K 0.51% 65
2022
Q4 		$1M Buy
4,491
+104
+2% +$21.6K 0.57% 54
2022
Q3 		$836K Sell
4,387
-46
-1% -$8.73K 0.51% 55
2022
Q2 		$871K Buy
+4,433
New +$913K 0.53% 54

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

Saxon Interests's CB Position: Q1 2026 in Review

Saxon Interests reduced its Chubb (CB) stake by 23% in Q1 2026, selling an estimated $376K and leaving 3,843 shares worth $1.25M. The position accounts for 0.43% of the portfolio, ranked #54.

Saxon Interests first reported a position in CB in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Saxon Interests held 3,843 shares of Chubb worth $1.25M as of Q1 2026.
  • Saxon Interests sold 1,173 Chubb shares in Q1 2026, an estimated $376K.
  • Chubb made up 0.43% of Saxon Interests's portfolio in Q1 2026, its #54 holding.
  • Saxon Interests first reported a position in Chubb in Q2 2022 and has held it in 15 quarters since.
  • Saxon Interests's Chubb position peaked at $1.57M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.