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Scissortail Wealth Management’s Chubb CB Stock Holding History

Scissortail Wealth Management’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 		$6.72M Buy
20,615
+302
+1% +$96.9K 1.35% 26
2025
Q4 		$6.34M Buy
20,313
+224
+1% +$65.5K 1.45% 22
2025
Q3 		$5.67M Buy
20,089
+490
+3% +$135K 1.24% 34
2025
Q2 		$5.68M Buy
19,599
+577
+3% +$166K 1.36% 25
2025
Q1 		$5.74M Sell
19,022
-332
-2% -$92.3K 1.48% 21
2024
Q4 		$5.35M Buy
19,354
+18,962
+4,837% +$5.38M 1.37% 23
2024
Q3 		$5.62M Sell
392
-18,848
-98% -$5.17M 1.36% 25
2024
Q2 		$4.91M Buy
19,240
+27
+0.1% +$6.93K 1.25% 25
2024
Q1 		$4.98M Sell
19,213
-13,991
-42% -$3.44M 1.32% 26
2023
Q4 		$8.06M Buy
+33,204
New +$7.26M 2.55% 8
2023
Q3 		– Sell
-18,215
Closed -$3.52M – 49
2023
Q2 		$3.52M Buy
+18,215
New +$3.57M 2.89% 16
2023
Q1 		– Sell
-29,059
Closed -$6.24M – 52
2022
Q4 		$6.24M Buy
+29,059
New +$6.05M 3.61% 7
2022
Q3 		– Sell
-16,647
Closed -$3.22M – 92
2022
Q2 		$3.22M Buy
+16,647
New +$3.43M 1.24% 26
2022
Q1 		– Sell
-16,647
Closed -$3.22M – 96
2021
Q4 		$3.22M Buy
+16,647
New +$3.13M 1.24% 26

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

Scissortail Wealth Management's CB Position: Q1 2026 in Review

Scissortail Wealth Management increased its Chubb (CB) stake by 1.5% in Q1 2026, buying an estimated $96.9K and bringing the position to 20,615 shares worth $6.72M. The position accounts for 1.35% of the portfolio, ranked #26.

Scissortail Wealth Management first reported a position in CB in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.06M in Q4 2023. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Scissortail Wealth Management held 20,615 shares of Chubb worth $6.72M as of Q1 2026.
  • Scissortail Wealth Management bought 302 Chubb shares in Q1 2026, an estimated $96.9K.
  • Chubb made up 1.35% of Scissortail Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Scissortail Wealth Management first reported a position in Chubb in Q4 2021 and has held it in 14 quarters since.
  • Scissortail Wealth Management's Chubb position peaked at $8.06M in Q4 2023.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.