Stokes Family Office’s Chubb CB Stock Holding History

Stokes Family Office’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	$255K	Sell	783 -127	-14%	-$40.7K	0.03%	246
2025 Q4	$284K	Buy	910 +173	+23%	+$50.6K	0.03%	254
2025 Q3	$208K	Buy	+737	New	+$203K	0.02%	255
2023 Q4	–	Sell	-2,439	Closed	-$508K	–	240
2023 Q3	$508K	Buy	2,439 +102	+4%	+$20.6K	0.06%	182
2023 Q2	$450K	Sell	2,337 -591	-20%	-$116K	0.05%	192
2023 Q1	$569K	Buy	2,928 +12	+0.4%	+$2.52K	0.07%	158
2022 Q4	$643K	Sell	2,916 -110	-4%	-$22.9K	0.08%	141
2022 Q3	$550K	Sell	3,026 -62	-2%	-$11.8K	0.08%	144
2022 Q2	$607K	Sell	3,088 -179	-5%	-$36.9K	0.08%	144
2022 Q1	$699K	Sell	3,267 -13	-0.4%	-$2.64K	0.09%	133
2021 Q4	$634K	Buy	3,280 +73	+2%	+$13.7K	0.08%	142
2021 Q3	$556K	Buy	3,207 +87	+3%	+$15.3K	0.08%	137
2021 Q2	$496K	Sell	3,120 -797	-20%	-$132K	0.07%	138
2021 Q1	$614K	Buy	3,917 +1,372	+54%	+$221K	0.1%	117
2020 Q4	$392K	Buy	+2,545	New	+$357K	0.08%	124

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

Stokes Family Office's CB Position: Q1 2026 in Review

Stokes Family Office reduced its Chubb (CB) stake by 14% in Q1 2026, selling an estimated $40.7K and leaving 783 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #246.

Stokes Family Office first reported a position in CB in Q4 2020 and has held it in 15 quarters since. The position peaked at $699K in Q1 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Stokes Family Office held 783 shares of Chubb worth $255K as of Q1 2026.
Stokes Family Office sold 127 Chubb shares in Q1 2026, an estimated $40.7K.
Chubb made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #246 holding.
Stokes Family Office first reported a position in Chubb in Q4 2020 and has held it in 15 quarters since.
Stokes Family Office's Chubb position peaked at $699K in Q1 2022.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.