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Aprio Wealth Management’s Chubb CB Stock Holding History

Aprio 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 		$604K Sell
1,772
-131
-7% -$42.7K 0.03% 338
2026
Q1 		$620K Buy
1,903
+41
+2% +$13.2K 0.03% 296
2025
Q4 		$581K Buy
1,862
+885
+91% +$259K 0.03% 282
2025
Q3 		$276K Sell
977
-128
-12% -$35.2K 0.03% 348
2025
Q2 		$320K Buy
1,105
+97
+10% +$27.9K 0.04% 272
2025
Q1 		$305K Buy
1,008
+142
+16% +$39.5K 0.04% 265
2024
Q4 		$239K Buy
866
+69
+9% +$19.6K 0.03% 261
2024
Q3 		$230K Buy
+797
New +$219K 0.04% 246

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

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

Aprio Wealth Management reduced its Chubb (CB) stake by 6.9% in Q2 2026, selling an estimated $42.7K and leaving 1,772 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #338.

Aprio Wealth Management first reported a position in CB in Q3 2024 and has held it in 8 quarters since. The position peaked at $620K in Q1 2026. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Aprio Wealth Management held 1,772 shares of Chubb worth $604K as of Q2 2026.
  • Aprio Wealth Management sold 131 Chubb shares in Q2 2026, an estimated $42.7K.
  • Chubb made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Aprio Wealth Management first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • Aprio Wealth Management's Chubb position peaked at $620K in Q1 2026.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.