AOWM
CB icon

Asset One Wealth Management’s Chubb CB Stock Holding History

Asset One 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 		$312K Buy
925
+18
+2% +$5.87K 0.03% 279
2026
Q1 		$299K Buy
+907
New +$291K 0.03% 275

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

Asset One Wealth Management's CB Position: Q2 2026 in Review

Asset One Wealth Management increased its Chubb (CB) stake by 2% in Q2 2026, buying an estimated $5.87K and bringing the position to 925 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #279.

Asset One Wealth Management 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.

  • Asset One Wealth Management held 925 shares of Chubb worth $312K as of Q2 2026.
  • Asset One Wealth Management bought 18 Chubb shares in Q2 2026, an estimated $5.87K.
  • Chubb made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Asset One Wealth Management 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 Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.