ViaWealth’s Chubb CB Stock Holding History

ViaWealth’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	$943K	Buy	2,893 +7	+0.2%	+$2.25K	0.52%	58
2025 Q4	$901K	Sell	2,886 -270	-9%	-$78.9K	0.51%	55
2025 Q3	$891K	Sell	3,156 -203	-6%	-$55.9K	0.49%	56
2025 Q2	$973K	Sell	3,359 -177	-5%	-$50.9K	0.58%	52
2025 Q1	$1.07M	Sell	3,536 -212	-6%	-$58.9K	0.66%	41
2024 Q4	$1.04M	Sell	3,748 -351	-9%	-$99.7K	0.63%	44
2024 Q3	$1.18M	Sell	4,099 -866	-17%	-$237K	0.69%	40
2024 Q2	$1.27M	Sell	4,965 -13	-0.3%	-$3.34K	0.79%	32
2024 Q1	$1.29M	Sell	4,978 -327	-6%	-$80.4K	0.81%	32
2023 Q4	$1.2M	Sell	5,305 -12	-0.2%	-$2.62K	0.82%	33
2023 Q3	$1.11M	Hold	5,317	–	–	0.81%	31
2023 Q2	$1.02M	Hold	5,317	–	–	0.76%	34
2023 Q1	$1.03M	Hold	5,317	–	–	0.82%	31
2022 Q4	$1.19M	Buy	+5,317	New	+$1.11M	0.98%	25

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

ViaWealth's CB Position: Q1 2026 in Review

ViaWealth increased its Chubb (CB) stake by 0.24% in Q1 2026, buying an estimated $2.25K and bringing the position to 2,893 shares worth $943K. The position accounts for 0.52% of the portfolio, ranked #58.

ViaWealth first reported a position in CB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q1 2024. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

ViaWealth held 2,893 shares of Chubb worth $943K as of Q1 2026.
ViaWealth bought 7 Chubb shares in Q1 2026, an estimated $2.25K.
Chubb made up 0.52% of ViaWealth's portfolio in Q1 2026, its #58 holding.
ViaWealth first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Chubb position peaked at $1.29M in Q1 2024.
2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.