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SHP Wealth Management’s Chubb CB Stock Holding History

SHP 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 		$52.2K Buy
160
+104
+186% +$33.4K ﹤0.01% 481
2025
Q4 		$17.6K Buy
+56
New +$16.4K ﹤0.01% 712

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

SHP Wealth Management increased its Chubb (CB) stake by 186% in Q1 2026, buying an estimated $33.4K and bringing the position to 160 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

SHP Wealth Management first reported a position in CB in Q4 2025 and has held it in 2 quarters since. 2,112 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • SHP Wealth Management held 160 shares of Chubb worth $52.2K as of Q1 2026.
  • SHP Wealth Management bought 104 Chubb shares in Q1 2026, an estimated $33.4K.
  • Chubb made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #481 holding.
  • SHP Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 2 quarters since.
  • 2,112 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

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