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Stamos Capital Partners’s Chubb CB Stock Holding History

Stamos Capital Partners’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 		$1.38M Buy
4,234
+483
+13% +$155K 0.22% 107
2025
Q4 		$1.17M Buy
3,751
+1,606
+75% +$470K 0.19% 114
2025
Q3 		$605K Sell
2,145
-484
-18% -$133K 0.11% 121
2025
Q2 		$762K Buy
2,629
+640
+32% +$184K 0.14% 127
2025
Q1 		$601K Buy
1,989
+169
+9% +$47K 0.16% 121
2024
Q4 		$503K Buy
+1,820
New +$517K 0.12% 118

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

Stamos Capital Partners's CB Position: Q1 2026 in Review

Stamos Capital Partners increased its Chubb (CB) stake by 13% in Q1 2026, buying an estimated $155K and bringing the position to 4,234 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #107.

Stamos Capital Partners first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Stamos Capital Partners held 4,234 shares of Chubb worth $1.38M as of Q1 2026.
  • Stamos Capital Partners bought 483 Chubb shares in Q1 2026, an estimated $155K.
  • Chubb made up 0.22% of Stamos Capital Partners's portfolio in Q1 2026, its #107 holding.
  • Stamos Capital Partners first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.