Summit Securities Group’s Chubb CB Stock Holding History

Summit Securities 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	$19.6K	Sell	60 -677	-92%	-$217K	﹤0.01%	526
2025 Q4	$230K	Buy	737 +99	+16%	+$28.9K	0.03%	310
2025 Q3	$180K	Sell	638 -489	-43%	-$135K	0.04%	282
2025 Q2	$327K	Buy	+1,127	New	+$324K	0.06%	170
2023 Q4	–	Sell	-13	Closed	-$3K	–	687
2023 Q3	$3K	Sell	13 -528	-98%	-$107K	﹤0.01%	493
2023 Q2	$104K	Sell	541 -272	-33%	-$53.3K	0.01%	286
2023 Q1	$158K	Buy	813 +392	+93%	+$82.4K	0.01%	239
2022 Q4	$93K	Sell	421 -2,522	-86%	-$525K	﹤0.01%	604
2022 Q3	$535K	Buy	2,943 +2,059	+233%	+$391K	0.04%	235
2022 Q2	$174K	Buy	884 +707	+399%	+$146K	0.02%	321
2022 Q1	$38K	Buy	+177	New	+$36K	﹤0.01%	644
2018 Q4	–	Sell	-3,200	Closed	-$428K	–	308
2018 Q3	$428K	Buy	+3,200	New	+$433K	0.16%	97
2015 Q2	–	Sell	-300	Closed	-$33K	–	478
2015 Q1	$33K	Buy	+300	New	+$33.7K	0.02%	229
2014 Q4	–	Sell	-1,100	Closed	-$115K	–	619
2014 Q3	$115K	Buy	+1,100	New	+$115K	0.03%	283

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

Summit Securities Group's CB Position: Q1 2026 in Review

Summit Securities Group reduced its Chubb (CB) stake by 92% in Q1 2026, selling an estimated $217K and leaving 60 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Summit Securities Group first reported a position in CB in Q3 2014 and has held it in 14 quarters since. The position peaked at $535K in Q3 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Summit Securities Group held 60 shares of Chubb worth $19.6K as of Q1 2026.
Summit Securities Group sold 677 Chubb shares in Q1 2026, an estimated $217K.
Chubb made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #526 holding.
Summit Securities Group first reported a position in Chubb in Q3 2014 and has held it in 14 quarters since.
Summit Securities Group's Chubb position peaked at $535K in Q3 2022.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.