Smith Salley Wealth Management’s Chubb CB Stock Holding History

Smith Salley 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	$3.24M	Buy	9,954 +415	+4%	+$133K	0.16%	92
2025 Q4	$2.98M	Buy	9,539 +207	+2%	+$60.5K	0.15%	102
2025 Q3	$2.63M	Sell	9,332 -120	-1%	-$33K	0.14%	105
2025 Q2	$2.74M	Buy	9,452 +272	+3%	+$78.3K	0.16%	94
2025 Q1	$2.77M	Sell	9,180 -12	-0.1%	-$3.33K	0.18%	86
2024 Q4	$2.54M	Buy	9,192 +35	+0.4%	+$9.94K	0.16%	89
2024 Q3	$2.64M	Buy	9,157 +185	+2%	+$50.7K	0.17%	88
2024 Q2	$2.29M	Buy	8,972 +124	+1%	+$31.8K	0.16%	84
2024 Q1	$2.29M	Sell	8,848 -2,089	-19%	-$514K	0.18%	86
2023 Q4	$2.47M	Sell	10,937 -343	-3%	-$75K	0.16%	96
2023 Q3	$2.35M	Sell	11,280 -143	-1%	-$28.9K	0.17%	92
2023 Q2	$2.2M	Sell	11,423 -17	-0.1%	-$3.33K	0.16%	94
2023 Q1	$2.22M	Buy	11,440 +513	+5%	+$108K	0.18%	93
2022 Q4	$2.41M	Buy	10,927 +376	+4%	+$78.2K	0.21%	88
2022 Q3	$1.92M	Buy	10,551 +26	+0.2%	+$4.94K	0.18%	97
2022 Q2	$2.07M	Buy	10,525 +787	+8%	+$162K	0.18%	98
2022 Q1	$2.08M	Buy	+9,738	New	+$1.98M	0.16%	104

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

Smith Salley Wealth Management's CB Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Chubb (CB) stake by 4.4% in Q1 2026, buying an estimated $133K and bringing the position to 9,954 shares worth $3.24M. The position accounts for 0.16% of the portfolio, ranked #92.

Smith Salley Wealth Management first reported a position in CB in Q1 2022 and has held it in 17 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Smith Salley Wealth Management held 9,954 shares of Chubb worth $3.24M as of Q1 2026.
Smith Salley Wealth Management bought 415 Chubb shares in Q1 2026, an estimated $133K.
Chubb made up 0.16% of Smith Salley Wealth Management's portfolio in Q1 2026, its #92 holding.
Smith Salley Wealth Management first reported a position in Chubb in Q1 2022 and has held it in 17 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.