Vermillion & White Wealth Management Group’s Chubb CB Stock Holding History

Vermillion & White Wealth Management Group’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	$502K	Buy	+1,540	New	+$494K	0.29%	37
2025 Q4	–	Sell	-1,324	Closed	-$374K	–	586
2025 Q3	$374K	Hold	1,324	–	–	0.21%	42
2025 Q2	$384K	Buy	1,324 +48	+4%	+$13.8K	0.25%	40
2025 Q1	$385K	Buy	1,276 +379	+42%	+$105K	0.28%	39
2024 Q4	$248K	Buy	+897	New	+$255K	0.18%	56

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

Vermillion & White Wealth Management Group's CB Position: Q1 2026 in Review

Vermillion & White Wealth Management Group opened a new position in Chubb (CB) in Q1 2026: 1,540 shares worth $502K. The stake represents 0.29% of the portfolio and ranks #37 among its holdings. This is a return to the name: Vermillion & White Wealth Management Group previously reported a position in CB as recently as Q3 2025.

Vermillion & White Wealth Management Group first reported a position in CB in Q4 2024 and has held it in 5 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Vermillion & White Wealth Management Group held 1,540 shares of Chubb worth $502K as of Q1 2026.
Chubb was a new Vermillion & White Wealth Management Group position in Q1 2026.
Chubb made up 0.29% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #37 holding.
Vermillion & White Wealth Management Group first reported a position in Chubb in Q4 2024 and has held it in 5 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.