David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Chubb Ltd. (CB)
← All CB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 1.25 $124.45–140.18 · VW $133.41i SEC
2018   Q4 51,401 1.25 Reduce 32.53% 0.54 $119.54–136.94 · VW $128.60i $6,640,000 SEC
2018   Q3 76,183 1.65 Reduce 4.51% 0.08 $126.30–141.22 · VW $135.62i $10,181,000 SEC
2018   Q2 79,780 1.70 Reduce 2.87% 0.05 $123.96–139.01 · VW $131.71i $10,134,000 SEC
2018   Q1 82,134 1.87 Reduce 1.20% 0.02 $134.38–157.50 · VW $146.06i $11,233,000 SEC
2017   Q4 83,128 1.94 Reduce 3.70% 0.08 $142.38–156.00 · VW $149.52i $12,147,000 SEC
2017   Q3 86,325 2.03 Reduce 1.92% 0.04 $133.82–150.28 · VW $143.35i $12,306,000 SEC
2017   Q2 88,016 2.19 Reduce 1.86% 0.04 $135.43–148.32 · VW $141.51i $12,796,000 SEC
2017   Q1 89,681 2.15 Add 8.39% 0.17 $127.15–140.56 · VW $134.48i $12,219,000 SEC
2016   Q4 82,738 1.85 Add 73.12% 0.78 $121.48–133.89 · VW $127.82i $10,931,000 SEC
2016   Q3 47,792 1.06 Add 4.47% 0.05 $122.70–131.00 · VW $126.23i $6,005,000 SEC
2016   Q2 45,746 1.16 Add 4.40% 0.05 $116.65–130.77 · VW $123.38i $5,979,000 SEC
2016   Q1 43,817 1.03 Buy 1.03 $106.82–122.54 · VW $114.10i $5,221,000 SEC
Price snapshot:
Current price$354.74
52-week low$262.50
52-week high$365.29