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Abacus Wealth Partners’s Chubb CB Stock Holding History

Abacus Wealth 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 		$276K Sell
809
-100
-11% -$32.6K 0.03% 251
2026
Q1 		$296K Buy
909
+19
+2% +$6.1K 0.03% 365
2025
Q4 		$278K Buy
890
+159
+22% +$46.5K 0.03% 375
2025
Q3 		$206K Buy
+731
New +$201K 0.03% 95

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

Abacus Wealth Partners's CB Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Chubb (CB) stake by 11% in Q2 2026, selling an estimated $32.6K and leaving 809 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #251.

Abacus Wealth Partners first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $296K in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Abacus Wealth Partners held 809 shares of Chubb worth $276K as of Q2 2026.
  • Abacus Wealth Partners sold 100 Chubb shares in Q2 2026, an estimated $32.6K.
  • Chubb made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #251 holding.
  • Abacus Wealth Partners first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • Abacus Wealth Partners's Chubb position peaked at $296K in Q1 2026.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.