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Alaethes Wealth’s Chubb CB Stock Holding History

Alaethes Wealth’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 		$2.98M Buy
8,723
+8
+0.1% +$2.61K 0.87% 32
2026
Q1 		$2.85M Buy
8,715
+20
+0.2% +$6.42K 0.81% 31
2025
Q4 		$2.72M Sell
8,695
-40
-0.5% -$11.7K 0.77% 34
2025
Q3 		$2.47M Buy
8,735
+227
+3% +$62.5K 0.7% 40
2025
Q2 		$2.47M Buy
8,508
+245
+3% +$70.5K 0.74% 43
2025
Q1 		$2.5M Buy
8,263
+259
+3% +$72K 0.92% 31
2024
Q4 		$2.21M Buy
8,004
+87
+1% +$24.7K 0.79% 39
2024
Q3 		$2.29M Buy
7,917
+31
+0.4% +$8.5K 0.85% 32
2024
Q2 		$2.02M Buy
7,886
+178
+2% +$45.7K 0.83% 35
2024
Q1 		$2M Sell
7,708
-193
-2% -$47.5K 0.88% 36
2023
Q4 		$1.79M Buy
7,901
+75
+1% +$16.4K 0.85% 40
2023
Q3 		$1.63M Buy
7,826
+56
+0.7% +$11.3K 0.89% 32
2023
Q2 		$1.5M Buy
7,770
+269
+4% +$52.7K 0.82% 42
2023
Q1 		$1.46M Buy
7,501
+429
+6% +$90.2K 0.85% 44
2022
Q4 		$1.56M Buy
+7,072
New +$1.47M 1.07% 26

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

Alaethes Wealth's CB Position: Q2 2026 in Review

Alaethes Wealth increased its Chubb (CB) stake by 0.09% in Q2 2026, buying an estimated $2.61K and bringing the position to 8,723 shares worth $2.98M. The position accounts for 0.87% of the portfolio, ranked #32.

Alaethes Wealth first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Alaethes Wealth held 8,723 shares of Chubb worth $2.98M as of Q2 2026.
  • Alaethes Wealth bought 8 Chubb shares in Q2 2026, an estimated $2.61K.
  • Chubb made up 0.87% of Alaethes Wealth's portfolio in Q2 2026, its #32 holding.
  • Alaethes Wealth first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.