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Strategic Financial Services’s Chubb CB Stock Holding History

Strategic Financial Services’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 		$680K Buy
2,087
+34
+2% +$10.9K 0.03% 89
2025
Q4 		$679K Hold
2,053
– – 0.03% 86
2025
Q3 		$579K Buy
2,053
+3
+0.1% +$826 0.03% 87
2025
Q2 		$594K Hold
2,050
– – 0.03% 81
2025
Q1 		$619K Hold
2,050
– – 0.04% 75
2024
Q4 		$566K Buy
2,050
+150
+8% +$42.6K 0.03% 85
2024
Q3 		$548K Hold
1,900
– – 0.03% 86
2024
Q2 		$485K Buy
+1,900
New +$488K 0.03% 89

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

Strategic Financial Services's CB Position: Q1 2026 in Review

Strategic Financial Services increased its Chubb (CB) stake by 1.7% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,087 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #89.

Strategic Financial Services first reported a position in CB in Q2 2024 and has held it in 8 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Strategic Financial Services held 2,087 shares of Chubb worth $680K as of Q1 2026.
  • Strategic Financial Services bought 34 Chubb shares in Q1 2026, an estimated $10.9K.
  • Chubb made up 0.03% of Strategic Financial Services's portfolio in Q1 2026, its #89 holding.
  • Strategic Financial Services first reported a position in Chubb in Q2 2024 and has held it in 8 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.