David Rolfe - Wedgewood Partners Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Chubb Limited (CB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 53,886 3.63 Reduce 4.67% 0.15 $325.93 $17,563,173 SEC
2025   Q4 56,526 3.29 Buy 3.29 $312.12 $17,642,895 SEC