Alteri Wealth’s Chubb CB Stock Holding History

Alteri 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	$331K	Buy	970 +347	+56%	+$113K	0.09%	222
2026 Q1	$203K	Buy	+623	New	+$200K	0.07%	276

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alteri Wealth's CB Position: Q2 2026 in Review

Alteri Wealth increased its Chubb (CB) stake by 56% in Q2 2026, buying an estimated $113K and bringing the position to 970 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #222.

Alteri Wealth first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Alteri Wealth held 970 shares of Chubb worth $331K as of Q2 2026.
Alteri Wealth bought 347 Chubb shares in Q2 2026, an estimated $113K.
Chubb made up 0.09% of Alteri Wealth's portfolio in Q2 2026, its #222 holding.
Alteri Wealth first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.