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3Chopt Investment Partners’s Chubb CB Stock Holding History

3Chopt Investment Partners’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
Q2 		$586K Buy
1,716
+171
+11% +$55.8K 0.11% 143
2026
Q1 		$505K Buy
1,545
+69
+5% +$22.1K 0.12% 140
2025
Q4 		$462K Buy
1,476
+24
+2% +$7.02K 0.1% 148
2025
Q3 		$411K Sell
1,452
-35
-2% -$9.63K 0.09% 156
2025
Q2 		$432K Buy
1,487
+710
+91% +$204K 0.1% 153
2025
Q1 		$235K Buy
+777
New +$216K 0.06% 193
2023
Q2 		– Sell
-1,139
Closed -$222K – 138
2023
Q1 		$222K Buy
1,139
+224
+24% +$47.1K 0.12% 134
2022
Q4 		$203K Buy
+915
New +$190K 0.11% 131

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

3Chopt Investment Partners's CB Position: Q2 2026 in Review

3Chopt Investment Partners increased its Chubb (CB) stake by 11% in Q2 2026, buying an estimated $55.8K and bringing the position to 1,716 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #143.

3Chopt Investment Partners first reported a position in CB in Q4 2022 and has held it in 8 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • 3Chopt Investment Partners held 1,716 shares of Chubb worth $586K as of Q2 2026.
  • 3Chopt Investment Partners bought 171 Chubb shares in Q2 2026, an estimated $55.8K.
  • Chubb made up 0.11% of 3Chopt Investment Partners's portfolio in Q2 2026, its #143 holding.
  • 3Chopt Investment Partners first reported a position in Chubb in Q4 2022 and has held it in 8 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.