Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.18M Sell
3,614
-23
-0.6% -$7.38K 0.09% 153
2025
Q4
$1.14M Sell
3,637
-71
-2% -$20.8K 0.08% 157
2025
Q3
$1.05M Sell
3,708
-58
-2% -$16K 0.08% 168
2025
Q2
$1.09M Sell
3,766
-167
-4% -$48.1K 0.09% 148
2025
Q1
$1.19M Sell
3,933
-93
-2% -$25.8K 0.11% 132
2024
Q4
$1.11M Sell
4,026
-116
-3% -$32.9K 0.1% 142
2024
Q3
$1.19M Buy
4,142
+624
+18% +$171K 0.11% 134
2024
Q2
$897K Sell
3,518
-92
-3% -$23.6K 0.09% 155
2024
Q1
$935K Sell
3,610
-82
-2% -$20.2K 0.1% 152
2023
Q4
$834K Sell
3,692
-6
-0.2% -$1.31K 0.09% 164
2023
Q3
$770K Sell
3,698
-84
-2% -$17K 0.09% 159
2023
Q2
$728K Sell
3,782
-111
-3% -$21.7K 0.09% 172
2023
Q1
$756K Buy
+3,893
New +$818K 0.09% 168
2022
Q3
$667K Sell
3,666
-9
-0.2% -$1.71K 0.1% 170
2022
Q2
$711K Hold
3,675
0.09% 172
2022
Q1
$776K Sell
3,675
-215
-6% -$43.7K 0.1% 169
2021
Q4
$752K Sell
3,890
-40
-1% -$7.51K 0.09% 180
2021
Q3
$682K Hold
3,930
0.09% 178
2021
Q2
$661K Sell
3,930
-55
-1% -$9.12K 0.1% 154
2021
Q1
$630K Sell
3,985
-25
-0.6% -$4.03K 0.1% 157
2020
Q4
$625K Sell
4,010
-321
-7% -$45K 0.11% 148
2020
Q3
$503K Sell
4,331
-1,217
-22% -$153K 0.1% 161
2020
Q2
$702K Sell
5,548
-14
-0.3% -$1.62K 0.17% 115
2020
Q1
$621 Sell
5,562
-112
-2% -$16.1K 0.15% 118
2019
Q4
$883K Sell
5,674
-96
-2% -$14.7K 0.18% 118
2019
Q3
$931K Sell
5,770
-600
-9% -$92.8K 0.21% 109
2019
Q2
$938K Sell
6,370
-939
-13% -$136K 0.22% 102
2019
Q1
$1.02M Sell
7,309
-1,999
-21% -$266K 0.24% 97
2018
Q4
$1.2K Sell
9,308
-361
-4% -$46.7K 0.29% 78
2018
Q3
$1.29M Sell
9,669
-622
-6% -$84.1K 0.31% 76
2018
Q2
$1.31M Sell
10,291
-371
-3% -$49.3K 0.34% 70
2018
Q1
$1.46M Sell
10,662
-80
-0.7% -$11.6K 0.4% 59
2017
Q4
$1.57M Sell
10,742
-135
-1% -$20.2K 0.42% 56
2017
Q3
$1.55M Sell
10,877
-332
-3% -$48K 0.43% 55
2017
Q2
$1.63M Sell
11,209
-4
-0% -$563 0.46% 49
2017
Q1
$1.53M Buy
11,213
+390
+4% +$52.5K 0.46% 52
2016
Q4
$1.43M Sell
10,823
-806
-7% -$103K 0.48% 51
2016
Q3
$1.46M Sell
11,629
-517
-4% -$65.6K 0.5% 52
2016
Q2
$1.59M Sell
12,146
-110
-0.9% -$13.6K 0.62% 43
2016
Q1
$1.46M Buy
+12,256
New +$1.41M 0.49% 43

Other funds holding CB

WBH Advisory's CB Position: Q1 2026 in Review

WBH Advisory reduced its Chubb (CB) stake by 0.63% in Q1 2026, selling an estimated $7.38K and leaving 3,614 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #153.

WBH Advisory first reported a position in CB in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.63M in Q2 2017. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • WBH Advisory held 3,614 shares of Chubb worth $1.18M as of Q1 2026.
  • WBH Advisory sold 23 Chubb shares in Q1 2026, an estimated $7.38K.
  • Chubb made up 0.09% of WBH Advisory's portfolio in Q1 2026, its #153 holding.
  • WBH Advisory first reported a position in Chubb in Q1 2016 and has held it in 40 quarters since.
  • WBH Advisory's Chubb position peaked at $1.63M in Q2 2017.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.