AWM
CB icon

Angeles Wealth Management’s Chubb CB Stock Holding History

Angeles 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 		$974K Buy
2,850
+919
+48% +$300K 0.04% 165
2026
Q1 		$631K Buy
1,931
+238
+14% +$76.4K 0.03% 193
2025
Q4 		$530K Buy
1,693
+185
+12% +$54.1K 0.03% 201
2025
Q3 		$426K Sell
1,508
-85
-5% -$23.4K 0.03% 203
2025
Q2 		$462K Buy
1,593
+236
+17% +$67.9K 0.03% 191
2025
Q1 		$410K Sell
1,357
-292
-18% -$81.1K 0.03% 160
2024
Q4 		$456K Buy
1,649
+415
+34% +$118K 0.04% 153
2024
Q3 		$356K Buy
1,234
+201
+19% +$55.1K 0.03% 171
2024
Q2 		$263K Buy
1,033
+34
+3% +$8.73K 0.02% 197
2024
Q1 		$259K Buy
+999
New +$246K 0.03% 187

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

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

Angeles Wealth Management increased its Chubb (CB) stake by 48% in Q2 2026, buying an estimated $300K and bringing the position to 2,850 shares worth $974K. The position accounts for 0.04% of the portfolio, ranked #165.

Angeles Wealth Management first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Angeles Wealth Management held 2,850 shares of Chubb worth $974K as of Q2 2026.
  • Angeles Wealth Management bought 919 Chubb shares in Q2 2026, an estimated $300K.
  • Chubb made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Angeles Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.