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Whipplewood Advisors’s Chubb CB Stock Holding History

Whipplewood 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 		$22.8K Buy
70
+64
+1,067% +$20.5K 0.01% 373
2025
Q4 		$1.87K Buy
+6
New +$1.75K ﹤0.01% 351
2025
Q3 		– Sell
-145
Closed -$42K – 430
2025
Q2 		$42K Buy
145
+17
+13% +$4.89K 0.02% 348
2025
Q1 		$43.2K Sell
128
-15
-10% -$4.17K 0.03% 326
2024
Q4 		$39.5K Buy
+143
New +$40.6K 0.02% 343

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

Whipplewood Advisors's CB Position: Q1 2026 in Review

Whipplewood Advisors increased its Chubb (CB) stake by 1,067% in Q1 2026, buying an estimated $20.5K and bringing the position to 70 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #373.

Whipplewood Advisors first reported a position in CB in Q4 2024 and has held it in 5 quarters since. The position peaked at $43.2K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Whipplewood Advisors held 70 shares of Chubb worth $22.8K as of Q1 2026.
  • Whipplewood Advisors bought 64 Chubb shares in Q1 2026, an estimated $20.5K.
  • Chubb made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #373 holding.
  • Whipplewood Advisors first reported a position in Chubb in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Chubb position peaked at $43.2K in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.