West Financial Advisors’s Chubb CB Stock Holding History

West Financial Advisors’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	–	Sell	-25	Closed	-$7.8K	–	204
2025 Q4	$7.8K	Buy	+25	New	+$7.31K	﹤0.01%	151

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

West Financial Advisors's CB Position: Q1 2026 in Review

West Financial Advisors sold out of Chubb (CB) in Q1 2026, closing a stake of 25 shares — an estimated $7.8K sold.

West Financial Advisors first reported a position in CB in Q4 2025 and held it in 1 quarter. The position peaked at $7.8K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold CB as of Q1 2026.

West Financial Advisors reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 25 Chubb shares in Q1 2026, an estimated $7.8K.
West Financial Advisors first reported a position in Chubb in Q4 2025 and held it in 1 quarter.
West Financial Advisors's Chubb position peaked at $7.8K in Q4 2025.
2,114 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.