Valley Forge Investment Consultants’s Chubb CB Stock Holding History

Valley Forge Investment Consultants’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	$652K	Hold	2,000	–	–	0.2%	40
2025 Q4	$624K	Sell	2,000 -33	-2%	-$9.65K	0.18%	40
2025 Q3	$574K	Hold	2,033	–	–	0.17%	47
2025 Q2	$589K	Hold	2,033	–	–	0.19%	47
2025 Q1	$614K	Hold	2,033	–	–	0.22%	40
2024 Q4	$562K	Hold	2,033	–	–	0.19%	44
2024 Q3	$586K	Buy	2,033 +33	+2%	+$9.05K	0.2%	42
2024 Q2	$510K	Hold	2,000	–	–	0.19%	42
2024 Q1	$518K	Hold	2,000	–	–	0.2%	40
2023 Q4	$452K	Hold	2,000	–	–	0.2%	42
2023 Q3	$416K	Hold	2,000	–	–	0.19%	46
2023 Q2	$385K	Hold	2,000	–	–	0.19%	42
2023 Q1	$388K	Hold	2,000	–	–	0.2%	41
2022 Q4	$441K	Hold	2,000	–	–	0.23%	41
2022 Q3	$364K	Hold	2,000	–	–	0.2%	48
2022 Q2	$393K	Hold	2,000	–	–	0.2%	48
2022 Q1	$428K	Hold	2,000	–	–	0.18%	51
2021 Q4	$387K	Hold	2,000	–	–	0.17%	49
2021 Q3	$347K	Hold	2,000	–	–	0.19%	49
2021 Q2	$318K	Hold	2,000	–	–	0.17%	55
2021 Q1	$316K	Hold	2,000	–	–	0.22%	50
2020 Q4	$308K	Buy	+2,000	New	+$280K	0.27%	45

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

Valley Forge Investment Consultants's CB Position: Q1 2026 in Review

Valley Forge Investment Consultants held its Chubb (CB) position steady in Q1 2026 at 2,000 shares worth $652K. The position accounts for 0.2% of the portfolio, ranked #40.

Valley Forge Investment Consultants first reported a position in CB in Q4 2020 and has held it in 22 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Valley Forge Investment Consultants held 2,000 shares of Chubb worth $652K as of Q1 2026.
Valley Forge Investment Consultants left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.2% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #40 holding.
Valley Forge Investment Consultants first reported a position in Chubb in Q4 2020 and has held it in 22 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.