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Westbourne Investment Advisors’s Chubb CB Stock Holding History

Westbourne Investment 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 		$7.27M Buy
22,305
+128
+0.6% +$41.1K 2.12% 16
2025
Q4 		$6.92M Sell
22,177
-56
-0.3% -$16.4K 1.91% 18
2025
Q3 		$6.28M Buy
22,233
+2,427
+12% +$668K 1.75% 20
2025
Q2 		$5.74M Buy
19,806
+323
+2% +$93K 1.74% 19
2025
Q1 		$5.88M Buy
19,483
+780
+4% +$217K 2.09% 19
2024
Q4 		$5.17M Buy
18,703
+1,115
+6% +$317K 1.77% 23
2024
Q3 		$5.07M Buy
17,588
+297
+2% +$81.4K 1.77% 23
2024
Q2 		$4.41M Sell
17,291
-44
-0.3% -$11.3K 1.6% 28
2024
Q1 		$4.49M Buy
17,335
+364
+2% +$89.5K 1.65% 26
2023
Q4 		$3.83M Buy
16,971
+612
+4% +$134K 1.54% 27
2023
Q3 		$3.41M Buy
16,359
+2,195
+15% +$444K 1.57% 26
2023
Q2 		$2.73M Buy
14,164
+715
+5% +$140K 1.22% 28
2023
Q1 		$2.61M Buy
13,449
+403
+3% +$84.7K 1.26% 28
2022
Q4 		$2.88M Buy
13,046
+201
+2% +$41.8K 1.45% 24
2022
Q3 		$2.34M Sell
12,845
-5
-0% -$949 1.24% 25
2022
Q2 		$2.53M Sell
12,850
-811
-6% -$167K 1.57% 21
2022
Q1 		$2.92M Buy
13,661
+146
+1% +$29.7K 1.21% 26
2021
Q4 		$2.61M Buy
13,515
+2,053
+18% +$386K 1.03% 26
2021
Q3 		$1.99M Buy
+11,462
New +$2.01M 0.91% 28

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

Westbourne Investment Advisors's CB Position: Q1 2026 in Review

Westbourne Investment Advisors increased its Chubb (CB) stake by 0.58% in Q1 2026, buying an estimated $41.1K and bringing the position to 22,305 shares worth $7.27M. The position accounts for 2.12% of the portfolio, ranked #16.

Westbourne Investment Advisors first reported a position in CB in Q3 2021 and has held it in 19 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Westbourne Investment Advisors held 22,305 shares of Chubb worth $7.27M as of Q1 2026.
  • Westbourne Investment Advisors bought 128 Chubb shares in Q1 2026, an estimated $41.1K.
  • Chubb made up 2.12% of Westbourne Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Westbourne Investment Advisors first reported a position in Chubb in Q3 2021 and has held it in 19 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.