Syverson Strege & Co’s Chubb CB Stock Holding History

Syverson Strege & Co’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	$246K	Sell	754 -20	-3%	-$6.42K	0.06%	140
2025 Q4	$242K	Sell	774 -66	-8%	-$19.3K	0.06%	142
2025 Q3	$237K	Sell	840 -181	-18%	-$49.8K	0.06%	141
2025 Q2	$296K	Buy	+1,021	New	+$294K	0.07%	119
2023 Q2	–	Sell	-50	Closed	-$9.8K	–	158
2023 Q1	$9.8K	Buy	50 +44	+733%	+$9.25K	﹤0.01%	253
2022 Q4	$1.43K	Buy	+6	New	+$1.25K	﹤0.01%	267

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

Syverson Strege & Co's CB Position: Q1 2026 in Review

Syverson Strege & Co reduced its Chubb (CB) stake by 2.6% in Q1 2026, selling an estimated $6.42K and leaving 754 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #140.

Syverson Strege & Co first reported a position in CB in Q4 2022 and has held it in 6 quarters since. The position peaked at $296K in Q2 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Syverson Strege & Co held 754 shares of Chubb worth $246K as of Q1 2026.
Syverson Strege & Co sold 20 Chubb shares in Q1 2026, an estimated $6.42K.
Chubb made up 0.06% of Syverson Strege & Co's portfolio in Q1 2026, its #140 holding.
Syverson Strege & Co first reported a position in Chubb in Q4 2022 and has held it in 6 quarters since.
Syverson Strege & Co's Chubb position peaked at $296K in Q2 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.