Seed Wealth Management’s Chubb CB Stock Holding History

Seed 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	$256K	Sell	785 -10	-1%	-$3.21K	0.18%	83
2025 Q4	$248K	Hold	795	–	–	0.17%	88
2025 Q3	$224K	Sell	795 -110	-12%	-$30.3K	0.16%	99
2025 Q2	$262K	Hold	905	–	–	0.2%	121
2025 Q1	$273K	Hold	905	–	–	0.22%	112
2024 Q4	$250K	Hold	905	–	–	0.2%	123
2024 Q3	$261K	Hold	905	–	–	0.21%	127
2024 Q2	$231K	Hold	905	–	–	0.2%	128
2024 Q1	$233K	Hold	905	–	–	0.22%	123
2023 Q4	$206K	Buy	+905	New	+$198K	0.21%	136

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Seed Wealth Management reduced its Chubb (CB) stake by 1.3% in Q1 2026, selling an estimated $3.21K and leaving 785 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #83.

Seed Wealth Management first reported a position in CB in Q4 2023 and has held it in 10 quarters since. The position peaked at $273K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Seed Wealth Management held 785 shares of Chubb worth $256K as of Q1 2026.
Seed Wealth Management sold 10 Chubb shares in Q1 2026, an estimated $3.21K.
Chubb made up 0.18% of Seed Wealth Management's portfolio in Q1 2026, its #83 holding.
Seed Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
Seed Wealth Management's Chubb position peaked at $273K in Q1 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.