TritonPoint Wealth’s Chubb CB Stock Holding History

TritonPoint Wealth’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	$9.65M	Sell	29,507 -1,324	-4%	-$425K	1.03%	24
2025 Q4	$9.65M	Sell	30,831 -3,272	-10%	-$957K	0.98%	27
2025 Q3	$9.66M	Buy	34,103 +915	+3%	+$252K	0.83%	30
2025 Q2	$9.65M	Sell	33,188 -918	-3%	-$264K	0.89%	28
2025 Q1	$10.3M	Sell	34,106 -339	-1%	-$94.2K	0.98%	24
2024 Q4	$9.55M	Sell	34,445 -1,222	-3%	-$347K	0.86%	27
2024 Q3	$10.4M	Buy	35,667 +1,615	+5%	+$443K	0.95%	27
2024 Q2	$8.72M	Sell	34,052 -283	-0.8%	-$72.7K	0.84%	31
2024 Q1	$7.46M	Sell	34,335 -1,314	-4%	-$323K	0.78%	31
2023 Q4	$8.09M	Buy	+35,649	New	+$7.8M	0.79%	32

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

TritonPoint Wealth's CB Position: Q1 2026 in Review

TritonPoint Wealth reduced its Chubb (CB) stake by 4.3% in Q1 2026, selling an estimated $425K and leaving 29,507 shares worth $9.65M. The position accounts for 1.03% of the portfolio, ranked #24.

TritonPoint Wealth first reported a position in CB in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.4M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

TritonPoint Wealth held 29,507 shares of Chubb worth $9.65M as of Q1 2026.
TritonPoint Wealth sold 1,324 Chubb shares in Q1 2026, an estimated $425K.
Chubb made up 1.03% of TritonPoint Wealth's portfolio in Q1 2026, its #24 holding.
TritonPoint Wealth first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Chubb position peaked at $10.4M in Q3 2024.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.