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Tilia Fiduciary Partners’s Chubb CB Stock Holding History

Tilia Fiduciary Partners’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 		$555K Sell
1,704
-18
-1% -$5.78K 0.31% 73
2025
Q4 		$538K Sell
1,722
-100
-5% -$29.2K 0.3% 72
2025
Q3 		$514K Sell
1,822
-598
-25% -$165K 0.3% 72
2025
Q2 		$701K Buy
2,420
+295
+14% +$84.9K 0.43% 69
2025
Q1 		$642K Sell
2,125
-18
-0.8% -$5K 0.43% 67
2024
Q4 		$592K Buy
2,143
+239
+13% +$67.9K 0.4% 63
2024
Q3 		$549K Buy
1,904
+126
+7% +$34.5K 0.38% 65
2024
Q2 		$453K Buy
1,778
+80
+5% +$20.5K 0.35% 69
2024
Q1 		$440K Buy
1,698
+34
+2% +$8.36K 0.36% 70
2023
Q4 		$376K Buy
1,664
+106
+7% +$23.2K 0.35% 77
2023
Q3 		$324K Buy
1,558
+221
+17% +$44.7K 0.34% 77
2023
Q2 		$257K Buy
1,337
+338
+34% +$66.2K 0.23% 84
2023
Q1 		$194K Buy
999
+37
+4% +$7.78K 0.18% 97
2022
Q4 		$212K Buy
962
+184
+24% +$38.3K 0.2% 93
2022
Q3 		$144K Hold
778
– – 0.15% 110
2022
Q2 		$149K Hold
778
– – 0.14% 111
2022
Q1 		$166K Hold
778
– – 0.14% 113
2021
Q4 		$150K Buy
+778
New +$146K 0.12% 124

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

Tilia Fiduciary Partners's CB Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Chubb (CB) stake by 1% in Q1 2026, selling an estimated $5.78K and leaving 1,704 shares worth $555K. The position accounts for 0.31% of the portfolio, ranked #73.

Tilia Fiduciary Partners first reported a position in CB in Q4 2021 and has held it in 18 quarters since. The position peaked at $701K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Tilia Fiduciary Partners held 1,704 shares of Chubb worth $555K as of Q1 2026.
  • Tilia Fiduciary Partners sold 18 Chubb shares in Q1 2026, an estimated $5.78K.
  • Chubb made up 0.31% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #73 holding.
  • Tilia Fiduciary Partners first reported a position in Chubb in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Chubb position peaked at $701K in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.