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Sunbelt Securities’s Chubb CB Stock Holding History

Sunbelt Securities’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 		$610K Buy
1,871
+1
+0.1% +$321 0.04% 361
2025
Q4 		$584K Sell
1,870
-8
-0.4% -$2.34K 0.04% 358
2025
Q3 		$530K Buy
1,878
+923
+97% +$254K 0.04% 371
2025
Q2 		$264K Sell
955
-892
-48% -$257K 0.02% 515
2025
Q1 		$558K Buy
1,847
+892
+93% +$248K 0.05% 296
2024
Q4 		$263K Buy
955
+843
+753% +$239K 0.02% 518
2024
Q3 		$32.4K Buy
112
+31
+38% +$8.5K ﹤0.01% 1049
2024
Q2 		$20.7K Sell
81
-35
-30% -$8.99K ﹤0.01% 1129
2024
Q1 		$30.1K Hold
116
– – ﹤0.01% 996
2023
Q4 		$26.1K Buy
116
+1
+0.9% +$219 ﹤0.01% 966
2023
Q3 		$24K Hold
115
– – ﹤0.01% 966
2023
Q2 		$22.2K Sell
115
-8
-7% -$1.57K ﹤0.01% 998
2023
Q1 		$23.8K Buy
+123
New +$25.8K ﹤0.01% 911
2020
Q1 		– Sell
-1,836
Closed -$286K – 405
2019
Q4 		$286K Buy
1,836
+66
+4% +$10.1K 0.03% 455
2019
Q3 		$286K Buy
+1,770
New +$274K 0.03% 426

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

Sunbelt Securities's CB Position: Q1 2026 in Review

Sunbelt Securities increased its Chubb (CB) stake by 0.05% in Q1 2026, buying an estimated $321 and bringing the position to 1,871 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #361.

Sunbelt Securities first reported a position in CB in Q3 2019 and has held it in 15 quarters since. 2,115 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Sunbelt Securities held 1,871 shares of Chubb worth $610K as of Q1 2026.
  • Sunbelt Securities bought 1 Chubb share in Q1 2026, an estimated $321.
  • Chubb made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #361 holding.
  • Sunbelt Securities first reported a position in Chubb in Q3 2019 and has held it in 15 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.