Trail Ridge Investment Advisors’s Chubb CB Stock Holding History

Trail Ridge Investment 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	$2M	Hold	6,133	–	–	0.87%	27
2025 Q4	$1.91M	Hold	6,133	–	–	0.82%	32
2025 Q3	$1.73M	Sell	6,133 -110	-2%	-$30.3K	0.78%	32
2025 Q2	$1.66M	Sell	6,243 -35	-0.6%	-$10.1K	0.8%	32
2025 Q1	$1.9M	Buy	6,278 +145	+2%	+$40.3K	0.98%	28
2024 Q4	$1.69M	Hold	6,133	–	–	0.81%	35
2024 Q3	$1.81M	Hold	6,133	–	–	0.86%	31
2024 Q2	$1.56M	Hold	6,133	–	–	0.81%	34
2024 Q1	$1.59M	Hold	6,133	–	–	0.9%	33
2023 Q4	$1.39M	Hold	6,133	–	–	0.85%	38
2023 Q3	$1.28M	Hold	6,133	–	–	0.87%	37
2023 Q2	$1.18M	Hold	6,133	–	–	0.73%	44
2023 Q1	$1.19M	Hold	6,133	–	–	0.78%	45
2022 Q4	$1.35M	Hold	6,133	–	–	0.93%	34
2022 Q3	$1.26M	Hold	6,133	–	–	0.84%	40
2022 Q2	$1.21M	Hold	6,133	–	–	0.82%	38
2022 Q1	$1.31M	Sell	6,133 -137	-2%	-$27.8K	0.81%	41
2021 Q4	$1.21M	Buy	+6,270	New	+$1.18M	0.73%	46

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

Trail Ridge Investment Advisors's CB Position: Q1 2026 in Review

Trail Ridge Investment Advisors held its Chubb (CB) position steady in Q1 2026 at 6,133 shares worth $2M. The position accounts for 0.87% of the portfolio, ranked #27.

Trail Ridge Investment Advisors first reported a position in CB in Q4 2021 and has held it in 18 quarters since. 2,106 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Trail Ridge Investment Advisors held 6,133 shares of Chubb worth $2M as of Q1 2026.
Trail Ridge Investment Advisors left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.87% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #27 holding.
Trail Ridge Investment Advisors first reported a position in Chubb in Q4 2021 and has held it in 18 quarters since.
2,106 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.