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Activest Wealth Management’s Chubb CB Stock Holding History

Activest Wealth Management’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 		$78.4K Sell
230
-161
-41% -$52.5K 0.02% 212
2026
Q1 		$128K Buy
391
+5
+1% +$1.6K 0.02% 199
2025
Q4 		$120K Buy
386
+375
+3,409% +$110K 0.02% 199
2025
Q3 		$3.1K Sell
11
-1
-8% -$275 ﹤0.01% 723
2025
Q2 		$3.48K Buy
12
+1
+9% +$288 ﹤0.01% 607
2025
Q1 		$3.32K Buy
+11
New +$3.06K ﹤0.01% 562

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

Activest Wealth Management's CB Position: Q2 2026 in Review

Activest Wealth Management reduced its Chubb (CB) stake by 41% in Q2 2026, selling an estimated $52.5K and leaving 230 shares worth $78.4K. The position accounts for 0.02% of the portfolio, ranked #212.

Activest Wealth Management first reported a position in CB in Q1 2025 and has held it in 6 quarters since. The position peaked at $128K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Activest Wealth Management held 230 shares of Chubb worth $78.4K as of Q2 2026.
  • Activest Wealth Management sold 161 Chubb shares in Q2 2026, an estimated $52.5K.
  • Chubb made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Activest Wealth Management first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's Chubb position peaked at $128K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.