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Westbourne Investments’s Chubb CB Stock Holding History

Westbourne Investments’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 		$370K Buy
+1,136
New +$364K 0.18% 103
2025
Q3 		– Sell
-708
Closed -$205K – 136
2025
Q2 		$205K Hold
708
– – 0.11% 129
2025
Q1 		$214K Sell
708
-350
-33% -$97.3K 0.13% 123
2024
Q4 		$292K Buy
+1,058
New +$300K 0.17% 98

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 Investments's CB Position: Q1 2026 in Review

Westbourne Investments opened a new position in Chubb (CB) in Q1 2026: 1,136 shares worth $370K. The stake represents 0.18% of the portfolio and ranks #103 among its holdings. This is a return to the name: Westbourne Investments previously reported a position in CB as recently as Q2 2025.

Westbourne Investments first reported a position in CB in Q4 2024 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Westbourne Investments held 1,136 shares of Chubb worth $370K as of Q1 2026.
  • Chubb was a new Westbourne Investments position in Q1 2026.
  • Chubb made up 0.18% of Westbourne Investments's portfolio in Q1 2026, its #103 holding.
  • Westbourne Investments first reported a position in Chubb in Q4 2024 and has held it in 4 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.