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Tripletail Wealth Management’s Chubb CB Stock Holding History

Tripletail Wealth Management’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 		$19.7K Sell
60
-100
-63% -$32.1K 0.03% 191
2025
Q4 		$49.9K Sell
160
-19
-11% -$5.56K 0.06% 136
2025
Q3 		$51.4K Buy
+179
New +$49.3K 0.06% 150

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

Tripletail Wealth Management's CB Position: Q1 2026 in Review

Tripletail Wealth Management reduced its Chubb (CB) stake by 63% in Q1 2026, selling an estimated $32.1K and leaving 60 shares worth $19.7K. The position accounts for 0.03% of the portfolio, ranked #191.

Tripletail Wealth Management first reported a position in CB in Q3 2025 and has held it in 3 quarters since. The position peaked at $51.4K in Q3 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Tripletail Wealth Management held 60 shares of Chubb worth $19.7K as of Q1 2026.
  • Tripletail Wealth Management sold 100 Chubb shares in Q1 2026, an estimated $32.1K.
  • Chubb made up 0.03% of Tripletail Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Tripletail Wealth Management first reported a position in Chubb in Q3 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's Chubb position peaked at $51.4K in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.