SimplyRich’s Chubb CB Stock Holding History

SimplyRich’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	$2.24M	Sell	6,862 -32	-0.5%	-$10.3K	0.57%	36
2025 Q4	$2.15M	Sell	6,894 -48	-0.7%	-$14K	0.56%	37
2025 Q3	$1.96M	Sell	6,942 -7	-0.1%	-$1.93K	0.53%	42
2025 Q2	$2.01M	Hold	6,949	–	–	0.56%	42
2025 Q1	$2.1M	Hold	6,949	–	–	0.61%	35
2024 Q4	$1.92M	Sell	6,949 -7	-0.1%	-$1.99K	0.55%	39
2024 Q3	$2.01M	Sell	6,956 -109	-2%	-$29.9K	0.56%	37
2024 Q2	$1.8M	Buy	7,065 +42	+0.6%	+$10.8K	0.57%	41
2024 Q1	$1.82M	Buy	7,023 +74	+1%	+$18.2K	0.59%	39
2023 Q4	$1.57M	Buy	6,949 +116	+2%	+$25.4K	0.54%	43
2023 Q3	$1.42M	Buy	6,833 +609	+10%	+$123K	0.69%	39
2023 Q2	$1.2M	Buy	6,224 +684	+12%	+$134K	0.43%	60
2023 Q1	$1.07M	Hold	5,540	–	–	0.4%	63
2022 Q4	$1.22M	Hold	5,540	–	–	0.49%	55
2022 Q3	$1.01M	Sell	5,540 -10	-0.2%	-$1.9K	0.45%	58
2022 Q2	$1.09M	Hold	5,550	–	–	0.45%	57
2022 Q1	$1.19M	Sell	5,550 -12	-0.2%	-$2.44K	0.42%	64
2021 Q4	$1.07M	Hold	5,562	–	–	0.36%	74
2021 Q3	$964K	Hold	5,562	–	–	0.35%	76
2021 Q2	$884K	Hold	5,562	–	–	0.41%	74
2021 Q1	$879K	Hold	5,562	–	–	0.35%	78
2020 Q4	$856K	Hold	5,562	–	–	0.38%	68
2020 Q3	$646K	Hold	5,562	–	–	0.32%	76
2020 Q2	$699K	Hold	5,562	–	–	0.38%	69
2020 Q1	$634K	Sell	5,562 -374	-6%	-$53.6K	0.42%	63
2019 Q4	$922K	Hold	5,936	–	–	0.46%	57
2019 Q3	$953K	Hold	5,936	–	–	0.52%	52
2019 Q2	$874K	Buy	+5,936	New	+$857K	0.48%	55
2018 Q4	–	Sell	-5,936	Closed	-$793K	–	88
2018 Q3	$793K	Hold	5,936	–	–	0.43%	70
2018 Q2	$754K	Hold	5,936	–	–	0.43%	74
2018 Q1	$812K	Hold	5,936	–	–	0.45%	71
2017 Q4	$867K	Buy	+5,936	New	+$887K	0.48%	73

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

SimplyRich's CB Position: Q1 2026 in Review

SimplyRich reduced its Chubb (CB) stake by 0.46% in Q1 2026, selling an estimated $10.3K and leaving 6,862 shares worth $2.24M. The position accounts for 0.57% of the portfolio, ranked #36.

SimplyRich first reported a position in CB in Q4 2017 and has held it in 32 quarters since. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

SimplyRich held 6,862 shares of Chubb worth $2.24M as of Q1 2026.
SimplyRich sold 32 Chubb shares in Q1 2026, an estimated $10.3K.
Chubb made up 0.57% of SimplyRich's portfolio in Q1 2026, its #36 holding.
SimplyRich first reported a position in Chubb in Q4 2017 and has held it in 32 quarters since.
2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.