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Summit Financial’s Chubb CB Stock Holding History

Summit Financial’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 		$5.28M Buy
16,154
+31
+0.2% +$9.95K 0.07% 295
2025
Q4 		$5.05M Sell
16,123
-994
-6% -$291K 0.07% 262
2025
Q3 		$4.83M Buy
17,117
+707
+4% +$195K 0.07% 266
2025
Q2 		$4.77M Buy
16,410
+46
+0.3% +$13.2K 0.11% 167
2025
Q1 		$4.94M Buy
16,364
+1,330
+9% +$370K 0.14% 138
2024
Q4 		$4.17M Sell
15,034
-475
-3% -$135K 0.15% 123
2024
Q3 		$4.49M Buy
15,509
+1,497
+11% +$410K 0.18% 101
2024
Q2 		$3.59M Buy
14,012
+5,147
+58% +$1.32M 0.16% 98
2024
Q1 		$2.3M Sell
8,865
-295
-3% -$72.5K 0.14% 95
2023
Q4 		$2.08M Sell
9,160
-25
-0.3% -$5.47K 0.14% 101
2023
Q3 		$1.92M Sell
9,185
-55
-0.6% -$11.1K 0.14% 92
2023
Q2 		$1.79M Buy
9,240
+2,562
+38% +$502K 0.13% 98
2023
Q1 		$1.3M Sell
6,678
-188
-3% -$39.5K 0.11% 91
2022
Q4 		$1.51M Sell
6,866
-353
-5% -$73.4K 0.14% 80
2022
Q3 		$1.32M Buy
7,219
+1,164
+19% +$221K 0.12% 81
2022
Q2 		$1.2M Sell
6,055
-288
-5% -$59.3K 0.11% 86
2022
Q1 		$1.36M Buy
6,343
+487
+8% +$99K 0.11% 93
2021
Q4 		$1.14M Buy
5,856
+1,675
+40% +$315K 0.09% 99
2021
Q3 		$729K Buy
4,181
+2,190
+110% +$384K 0.06% 104
2021
Q2 		$318K Buy
+1,991
New +$330K 0.03% 125

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

Summit Financial's CB Position: Q1 2026 in Review

Summit Financial increased its Chubb (CB) stake by 0.19% in Q1 2026, buying an estimated $9.95K and bringing the position to 16,154 shares worth $5.28M. The position accounts for 0.07% of the portfolio, ranked #295.

Summit Financial first reported a position in CB in Q2 2021 and has held it in 20 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Summit Financial held 16,154 shares of Chubb worth $5.28M as of Q1 2026.
  • Summit Financial bought 31 Chubb shares in Q1 2026, an estimated $9.95K.
  • Chubb made up 0.07% of Summit Financial's portfolio in Q1 2026, its #295 holding.
  • Summit Financial first reported a position in Chubb in Q2 2021 and has held it in 20 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.