WC
CB icon

Waterloo Capital’s Chubb CB Stock Holding History

Waterloo Capital’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 		$881K Buy
2,704
+79
+3% +$25.3K 0.06% 221
2025
Q4 		$819K Buy
2,625
+516
+24% +$151K 0.06% 228
2025
Q3 		$595K Sell
2,109
-279
-12% -$76.8K 0.04% 245
2025
Q2 		$692K Buy
2,388
+1,498
+168% +$431K 0.06% 225
2025
Q1 		$269K Buy
+890
New +$247K 0.03% 336

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waterloo Capital's CB Position: Q1 2026 in Review

Waterloo Capital increased its Chubb (CB) stake by 3% in Q1 2026, buying an estimated $25.3K and bringing the position to 2,704 shares worth $881K. The position accounts for 0.06% of the portfolio, ranked #221.

Waterloo Capital first reported a position in CB in Q1 2025 and has held it in 5 quarters since. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Waterloo Capital held 2,704 shares of Chubb worth $881K as of Q1 2026.
  • Waterloo Capital bought 79 Chubb shares in Q1 2026, an estimated $25.3K.
  • Chubb made up 0.06% of Waterloo Capital's portfolio in Q1 2026, its #221 holding.
  • Waterloo Capital first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.