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Stillwater Wealth Management Group’s Chubb CB Stock Holding History

Stillwater Wealth Management Group’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 		$2.19M Buy
6,704
+963
+17% +$309K 1.35% 32
2025
Q4 		$1.79M Buy
5,741
+89
+2% +$26K 1.22% 32
2025
Q3 		$1.6M Buy
+5,652
New +$1.56M 1.12% 33
2025
Q1 		$2M Buy
6,614
+2,483
+60% +$690K 1.73% 30
2024
Q4 		$1.14M Buy
+4,131
New +$1.17M 1.02% 36

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stillwater Wealth Management Group's CB Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Chubb (CB) stake by 17% in Q1 2026, buying an estimated $309K and bringing the position to 6,704 shares worth $2.19M. The position accounts for 1.35% of the portfolio, ranked #32.

Stillwater Wealth Management Group first reported a position in CB in Q4 2024 and has held it in 5 quarters since. 2,117 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Stillwater Wealth Management Group held 6,704 shares of Chubb worth $2.19M as of Q1 2026.
  • Stillwater Wealth Management Group bought 963 Chubb shares in Q1 2026, an estimated $309K.
  • Chubb made up 1.35% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #32 holding.
  • Stillwater Wealth Management Group first reported a position in Chubb in Q4 2024 and has held it in 5 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.