Concorde Financial Corp’s Chubb Ltd Switz Position
Does Concorde Financial Corp own Chubb Ltd Switz (CB)? Yes — 17.8K shares worth $6M (+4.57% of its 13F portfolio) as of Q1 2026, down from 17.9K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
17.8K
% of Portfolio
+4.57%
Quarters Held
15
currently held
Position History CB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 17.8K | $6M | +4.57% |
| Q4 2025 | 17.9K | $6M | +4.36% |
| Q3 2025 | 18.3K | $5M | +2.86% |
| Q2 2025 | 18.3K | $5M | +3.14% |
| Q1 2025 | 18.4K | $6M | +3.06% |
| Q4 2024 | 17.9K | $5M | +2.95% |
| Q3 2024 | 17.8K | $5M | +3.03% |
| Q2 2024 | 17.5K | $4M | +2.95% |
| Q1 2024 | 17.2K | $4M | +4.06% |
| Q4 2023 | 17.1K | $4M | +2.65% |
| Q3 2023 | 2.7K | $564,408 | +0.96% |
| Q2 2023 | 17.0K | $3M | +2.16% |
| Q1 2023 | 17.2K | $3M | +2.44% |
| Q4 2022 | 11.7K | $2M | +1.45% |
| Q3 2022 | 11.7K | $2M | +1.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Concorde Financial Corp’s full portfolio or all institutional holders of CB.