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Simplicity Wealth’s Chubb CB Stock Holding History

Simplicity Wealth’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 		$348K Buy
1,068
+161
+18% +$51.7K 0.02% 547
2025
Q4 		$283K Buy
+907
New +$265K 0.02% 573
2025
Q3 		– Sell
-1,992
Closed -$577K – 713
2025
Q2 		$577K Buy
1,992
+1,316
+195% +$379K 0.02% 426
2025
Q1 		$204K Buy
+676
New +$188K 0.02% 526
2024
Q3 		– Sell
-8,390
Closed -$2.14M – 587
2024
Q2 		$2.14M Sell
8,390
-71
-0.8% -$18.2K 0.05% 344
2024
Q1 		$2.19M Buy
+8,461
New +$2.08M 0.05% 337

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

Simplicity Wealth's CB Position: Q1 2026 in Review

Simplicity Wealth increased its Chubb (CB) stake by 18% in Q1 2026, buying an estimated $51.7K and bringing the position to 1,068 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #547.

Simplicity Wealth first reported a position in CB in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.19M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Simplicity Wealth held 1,068 shares of Chubb worth $348K as of Q1 2026.
  • Simplicity Wealth bought 161 Chubb shares in Q1 2026, an estimated $51.7K.
  • Chubb made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #547 holding.
  • Simplicity Wealth first reported a position in Chubb in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Chubb position peaked at $2.19M in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.