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Ashton Thomas Private Wealth’s Chubb CB Stock Holding History

Ashton Thomas Private 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 		$903K Buy
2,650
+76
+3% +$24.8K 0.02% 587
2026
Q1 		$839K Buy
2,574
+48
+2% +$15.4K 0.02% 580
2025
Q4 		$791K Buy
2,526
+14
+0.6% +$4.09K 0.02% 547
2025
Q3 		$711K Buy
2,512
+606
+32% +$167K 0.02% 565
2025
Q2 		$554K Buy
1,906
+217
+13% +$62.4K 0.02% 556
2025
Q1 		$512K Sell
1,689
-413
-20% -$115K 0.02% 541
2024
Q4 		$583K Buy
2,102
+23
+1% +$6.53K 0.02% 501
2024
Q3 		$600K Buy
2,079
+153
+8% +$41.9K 0.03% 414
2024
Q2 		$491K Buy
1,926
+89
+5% +$22.9K 0.03% 424
2024
Q1 		$476K Sell
1,837
-8,318
-82% -$2.05M 0.03% 434
2023
Q4 		$2.3M Buy
10,155
+3,362
+49% +$735K 0.14% 176
2023
Q3 		$1.41M Buy
6,793
+2,627
+63% +$531K 0.1% 219
2023
Q2 		$802K Buy
4,166
+2,693
+183% +$528K 0.06% 319
2023
Q1 		$286K Buy
+1,473
New +$310K 0.03% 424
2020
Q2 		– Sell
-3,045
Closed -$340K – 237
2020
Q1 		$340K Buy
3,045
+773
+34% +$111K 0.14% 152
2019
Q4 		$354K Buy
2,272
+321
+16% +$49.1K 0.12% 167
2019
Q3 		$315K Buy
1,951
+167
+9% +$25.8K 0.13% 144
2019
Q2 		$263K Buy
1,784
+216
+14% +$31.2K 0.1% 158
2019
Q1 		$220K Buy
+1,568
New +$209K 0.09% 176

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

Ashton Thomas Private Wealth's CB Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Chubb (CB) stake by 3% in Q2 2026, buying an estimated $24.8K and bringing the position to 2,650 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #587.

Ashton Thomas Private Wealth first reported a position in CB in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.3M in Q4 2023. 2,158 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ashton Thomas Private Wealth held 2,650 shares of Chubb worth $903K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 76 Chubb shares in Q2 2026, an estimated $24.8K.
  • Chubb made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #587 holding.
  • Ashton Thomas Private Wealth first reported a position in Chubb in Q1 2019 and has held it in 19 quarters since.
  • Ashton Thomas Private Wealth's Chubb position peaked at $2.3M in Q4 2023.
  • 2,158 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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