WestEnd Advisors’s Chubb CB Stock Holding History

WestEnd 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	$40.6M	Sell	124,656 -6,232	-5%	-$2M	0.98%	23
2025 Q4	$40.9M	Sell	130,888 -4,897	-4%	-$1.43M	0.95%	31
2025 Q3	$38.3M	Sell	135,785 -2,599	-2%	-$715K	0.9%	33
2025 Q2	$40.1M	Sell	138,384 -18,611	-12%	-$5.36M	0.99%	30
2025 Q1	$47.4M	Sell	156,995 -1,592	-1%	-$442K	1.26%	17
2024 Q4	$43.8M	Buy	158,587 +158,584	+5,286,133%	+$45M	1.12%	27
2024 Q3	$865	Buy	3 +1	+50%	+$274	﹤0.01%	137
2024 Q2	$510	Hold	2	–	–	﹤0.01%	161
2024 Q1	$518	Buy	+2	New	+$492	﹤0.01%	150
2022 Q1	–	Sell	-5	Closed	-$1.02K	–	107
2021 Q4	$966	Buy	+5	New	+$939	﹤0.01%	109
2021 Q3	–	Hold	0	–	–	–	103
2021 Q2	–	Hold	0	–	–	–	108

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WestEnd Advisors's CB Position: Q1 2026 in Review

WestEnd Advisors reduced its Chubb (CB) stake by 4.8% in Q1 2026, selling an estimated $2M and leaving 124,656 shares worth $40.6M. The position accounts for 0.98% of the portfolio, ranked #23.

WestEnd Advisors first reported a position in CB in Q4 2021 and has held it in 10 quarters since. The position peaked at $47.4M in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

WestEnd Advisors held 124,656 shares of Chubb worth $40.6M as of Q1 2026.
WestEnd Advisors sold 6,232 Chubb shares in Q1 2026, an estimated $2M.
Chubb made up 0.98% of WestEnd Advisors's portfolio in Q1 2026, its #23 holding.
WestEnd Advisors first reported a position in Chubb in Q4 2021 and has held it in 10 quarters since.
WestEnd Advisors's Chubb position peaked at $47.4M in Q1 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.