W.H. Cornerstone Investments’s Chubb CB Stock Holding History

W.H. Cornerstone Investments’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	$387K	Buy	+1,188	New	+$381K	0.24%	80
2025 Q1	–	Sell	-2,421	Closed	-$669K	–	114
2024 Q4	$669K	Sell	2,421 -1,369	-36%	-$389K	0.45%	54
2024 Q3	$1.09M	Sell	3,790 -776	-17%	-$213K	0.74%	35
2024 Q2	$1.17M	Sell	4,566 -313	-6%	-$80.4K	0.83%	26
2024 Q1	$1.26M	Buy	4,879 +309	+7%	+$76K	0.91%	24
2023 Q4	$1.03M	Sell	4,570 -49	-1%	-$10.7K	0.82%	36
2023 Q3	$962K	Sell	4,619 -224	-5%	-$45.3K	0.85%	37
2023 Q2	$933K	Buy	+4,843	New	+$949K	0.83%	42

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

W.H. Cornerstone Investments's CB Position: Q1 2026 in Review

W.H. Cornerstone Investments opened a new position in Chubb (CB) in Q1 2026: 1,188 shares worth $387K. The stake represents 0.24% of the portfolio and ranks #80 among its holdings. This is a return to the name: W.H. Cornerstone Investments previously reported a position in CB as recently as Q4 2024.

W.H. Cornerstone Investments first reported a position in CB in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.26M in Q1 2024. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

W.H. Cornerstone Investments held 1,188 shares of Chubb worth $387K as of Q1 2026.
Chubb was a new W.H. Cornerstone Investments position in Q1 2026.
Chubb made up 0.24% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #80 holding.
W.H. Cornerstone Investments first reported a position in Chubb in Q2 2023 and has held it in 8 quarters since.
W.H. Cornerstone Investments's Chubb position peaked at $1.26M in Q1 2024.
2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.