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WoodTrust Financial’s Chubb CB Stock Holding History

WoodTrust Financial’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 		$312K Buy
957
+240
+33% +$77K 0.04% 139
2025
Q4 		$224K Hold
717
– – 0.03% 170
2025
Q3 		$202K Sell
717
-330
-32% -$90.8K 0.02% 178
2025
Q2 		$303K Buy
1,047
+70
+7% +$20.1K 0.04% 128
2025
Q1 		$295K Buy
977
+53
+6% +$14.7K 0.04% 137
2024
Q4 		$255K Hold
924
– – 0.04% 151
2024
Q3 		$266K Hold
924
– – 0.04% 156
2024
Q2 		$236K Hold
924
– – 0.04% 155
2024
Q1 		$239 Buy
924
+5
+0.5% +$1.23K 0.04% 154
2023
Q4 		$208K Buy
+919
New +$201K 0.04% 160
2023
Q1 		– Sell
-918
Closed -$203K – 147
2022
Q4 		$203K Buy
+918
New +$191K 0.04% 143

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

WoodTrust Financial's CB Position: Q1 2026 in Review

WoodTrust Financial increased its Chubb (CB) stake by 33% in Q1 2026, buying an estimated $77K and bringing the position to 957 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #139.

WoodTrust Financial first reported a position in CB in Q4 2022 and has held it in 11 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • WoodTrust Financial held 957 shares of Chubb worth $312K as of Q1 2026.
  • WoodTrust Financial bought 240 Chubb shares in Q1 2026, an estimated $77K.
  • Chubb made up 0.04% of WoodTrust Financial's portfolio in Q1 2026, its #139 holding.
  • WoodTrust Financial first reported a position in Chubb in Q4 2022 and has held it in 11 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.