WFAG
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Wescott Financial Advisory Group’s Chubb CB Stock Holding History

Wescott Financial Advisory 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 		$1.99M Buy
6,100
+20
+0.3% +$6.42K 0.17% 67
2025
Q4 		$1.9M Buy
+6,080
New +$1.78M 0.17% 68

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

Wescott Financial Advisory Group's CB Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Chubb (CB) stake by 0.33% in Q1 2026, buying an estimated $6.42K and bringing the position to 6,100 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #67.

Wescott Financial Advisory Group first reported a position in CB in Q4 2025 and has held it in 2 quarters since. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Wescott Financial Advisory Group held 6,100 shares of Chubb worth $1.99M as of Q1 2026.
  • Wescott Financial Advisory Group bought 20 Chubb shares in Q1 2026, an estimated $6.42K.
  • Chubb made up 0.17% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #67 holding.
  • Wescott Financial Advisory Group first reported a position in Chubb in Q4 2025 and has held it in 2 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.