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TKG Advisors’s Chubb CB Stock Holding History

TKG 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 		$654K Sell
2,006
-96
-5% -$30.8K 0.27% 61
2025
Q4 		$656K Buy
2,102
+72
+4% +$21.1K 0.26% 59
2025
Q3 		$573K Buy
2,030
+181
+10% +$49.8K 0.25% 64
2025
Q2 		$536K Buy
1,849
+48
+3% +$13.8K 0.24% 60
2025
Q1 		$544K Sell
1,801
-33
-2% -$9.17K 0.27% 56
2024
Q4 		$489K Buy
1,834
+56
+3% +$15.9K 0.23% 64
2024
Q3 		$513K Sell
1,778
-49
-3% -$13.4K 0.25% 62
2024
Q2 		$466K Sell
1,827
-774
-30% -$199K 0.25% 66
2024
Q1 		$674K Sell
2,601
-62
-2% -$15.2K 0.38% 59
2023
Q4 		$602K Sell
2,663
-159
-6% -$34.8K 0.36% 54
2023
Q3 		$587K Buy
2,822
+2
+0.1% +$404 0.39% 56
2023
Q2 		$543K Buy
+2,820
New +$552K 0.35% 60

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

TKG Advisors's CB Position: Q1 2026 in Review

TKG Advisors reduced its Chubb (CB) stake by 4.6% in Q1 2026, selling an estimated $30.8K and leaving 2,006 shares worth $654K. The position accounts for 0.27% of the portfolio, ranked #61.

TKG Advisors first reported a position in CB in Q2 2023 and has held it in 12 quarters since. The position peaked at $674K in Q1 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • TKG Advisors held 2,006 shares of Chubb worth $654K as of Q1 2026.
  • TKG Advisors sold 96 Chubb shares in Q1 2026, an estimated $30.8K.
  • Chubb made up 0.27% of TKG Advisors's portfolio in Q1 2026, its #61 holding.
  • TKG Advisors first reported a position in Chubb in Q2 2023 and has held it in 12 quarters since.
  • TKG Advisors's Chubb position peaked at $674K in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.