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Applied Finance Capital Management’s Chubb CB Stock Holding History

Applied Finance Capital 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 		– Sell
-2,364
Closed -$770K – 230
2026
Q1 		$770K Buy
2,364
+127
+6% +$40.7K 0.06% 120
2025
Q4 		$698K Sell
2,237
-2,185
-49% -$639K 0.05% 135
2025
Q3 		$1.25M Sell
4,422
-240
-5% -$66.1K 0.09% 86
2025
Q2 		$1.35M Sell
4,662
-351
-7% -$101K 0.09% 92
2025
Q1 		$1.51M Buy
5,013
+370
+8% +$103K 0.11% 78
2024
Q4 		$1.28M Sell
4,643
-96
-2% -$27.3K 0.06% 87
2024
Q3 		$1.37M Buy
4,739
+437
+10% +$120K 0.06% 89
2024
Q2 		$1.1M Buy
+4,302
New +$1.1M 0.05% 89

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

Applied Finance Capital Management's CB Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Chubb (CB) in Q2 2026, closing a stake of 2,364 shares — an estimated $770K sold.

Applied Finance Capital Management first reported a position in CB in Q2 2024 and held it in 8 quarters. The position peaked at $1.51M in Q1 2025. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Applied Finance Capital Management reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 2,364 Chubb shares in Q2 2026, an estimated $770K.
  • Applied Finance Capital Management first reported a position in Chubb in Q2 2024 and held it in 8 quarters.
  • Applied Finance Capital Management's Chubb position peaked at $1.51M in Q1 2025.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.