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Alpha Family Trust’s Chubb CB Stock Holding History

Alpha Family Trust’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 		$204K Buy
+600
New +$196K 0.08% 198
2025
Q3 		– Sell
-1,080
Closed -$313K – 196
2025
Q2 		$313K Hold
1,080
– – 0.15% 127
2025
Q1 		$326K Buy
+1,080
New +$300K 0.19% 107

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 $3.38T AUM 44.17% 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

Alpha Family Trust's CB Position: Q2 2026 in Review

Alpha Family Trust opened a new position in Chubb (CB) in Q2 2026: 600 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings. This is a return to the name: Alpha Family Trust previously reported a position in CB as recently as Q2 2025.

Alpha Family Trust first reported a position in CB in Q1 2025 and has held it in 3 quarters since. The position peaked at $326K in Q1 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Alpha Family Trust held 600 shares of Chubb worth $204K as of Q2 2026.
  • Chubb was a new Alpha Family Trust position in Q2 2026.
  • Chubb made up 0.08% of Alpha Family Trust's portfolio in Q2 2026, its #198 holding.
  • Alpha Family Trust first reported a position in Chubb in Q1 2025 and has held it in 3 quarters since.
  • Alpha Family Trust's Chubb position peaked at $326K in Q1 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.