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Tandem Wealth Advisors’s Chubb CB Stock Holding History

Tandem Wealth Advisors’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 		$535K Sell
1,640
-133
-8% -$42.7K 0.24% 35
2025
Q4 		$553K Buy
1,773
+267
+18% +$78.1K 0.25% 34
2025
Q3 		$425K Buy
1,506
+225
+18% +$61.9K 0.2% 36
2025
Q2 		$371K Sell
1,281
-155
-11% -$44.6K 0.18% 36
2025
Q1 		$434K Buy
1,436
+54
+4% +$15K 0.23% 33
2024
Q4 		$382K Buy
1,382
+40
+3% +$11.4K 0.19% 37
2024
Q3 		$387K Sell
1,342
-15
-1% -$4.11K 0.2% 36
2024
Q2 		$346K Hold
1,357
– – 0.19% 37
2024
Q1 		$352K Sell
1,357
-12
-0.9% -$2.95K 0.19% 37
2023
Q4 		$309K Hold
1,369
– – 0.18% 39
2023
Q3 		$285K Sell
1,369
-17
-1% -$3.44K 0.17% 35
2023
Q2 		$267K Buy
1,386
+157
+13% +$30.8K 0.16% 37
2023
Q1 		$239K Hold
1,229
– – 0.15% 38
2022
Q4 		$271K Buy
+1,229
New +$256K 0.17% 39

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

Tandem Wealth Advisors's CB Position: Q1 2026 in Review

Tandem Wealth Advisors reduced its Chubb (CB) stake by 7.5% in Q1 2026, selling an estimated $42.7K and leaving 1,640 shares worth $535K. The position accounts for 0.24% of the portfolio, ranked #35.

Tandem Wealth Advisors first reported a position in CB in Q4 2022 and has held it in 14 quarters since. The position peaked at $553K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Tandem Wealth Advisors held 1,640 shares of Chubb worth $535K as of Q1 2026.
  • Tandem Wealth Advisors sold 133 Chubb shares in Q1 2026, an estimated $42.7K.
  • Chubb made up 0.24% of Tandem Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • Tandem Wealth Advisors first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
  • Tandem Wealth Advisors's Chubb position peaked at $553K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.