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Sharp Financial Services’s Chubb CB Stock Holding History

Sharp Financial Services’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 		$353K Hold
1,082
– – 0.17% 76
2025
Q4 		$338K Hold
1,082
– – 0.17% 85
2025
Q3 		$305K Buy
1,082
+357
+49% +$98.3K 0.17% 80
2025
Q2 		$210K Buy
+725
New +$209K 0.14% 83

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

Sharp Financial Services's CB Position: Q1 2026 in Review

Sharp Financial Services held its Chubb (CB) position steady in Q1 2026 at 1,082 shares worth $353K. The position accounts for 0.17% of the portfolio, ranked #76.

Sharp Financial Services first reported a position in CB in Q2 2025 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Sharp Financial Services held 1,082 shares of Chubb worth $353K as of Q1 2026.
  • Sharp Financial Services left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.17% of Sharp Financial Services's portfolio in Q1 2026, its #76 holding.
  • Sharp Financial Services first reported a position in Chubb in Q2 2025 and has held it in 4 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.