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Axxcess Wealth Management’s Chubb CB Stock Holding History

Axxcess 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 		$1.54M Buy
+4,528
New +$1.48M 0.02% 438
2026
Q1 		– Sell
-4,762
Closed -$1.49M – 468
2025
Q4 		$1.49M Buy
4,762
+2,543
+115% +$744K 0.03% 429
2025
Q3 		$626K Sell
2,219
-137
-6% -$37.7K 0.01% 566
2025
Q2 		$683K Buy
2,356
+114
+5% +$32.8K 0.02% 520
2025
Q1 		$677K Sell
2,242
-1,035
-32% -$288K 0.02% 482
2024
Q4 		$905K Buy
3,277
+105
+3% +$29.8K 0.02% 420
2024
Q3 		$915K Buy
3,172
+933
+42% +$256K 0.02% 405
2024
Q2 		$571K Sell
2,239
-4,693
-68% -$1.21M 0.02% 502
2024
Q1 		$1.8M Buy
6,932
+3,634
+110% +$894K 0.05% 264
2023
Q4 		$745K Buy
3,298
+1,319
+67% +$288K 0.02% 416
2023
Q3 		$412K Buy
+1,979
New +$400K 0.01% 522
2023
Q2 		– Sell
-4,747
Closed -$922K – 607
2023
Q1 		$922K Sell
4,747
-1,144
-19% -$240K 0.07% 246
2022
Q4 		$1.3M Buy
+5,891
New +$1.23M 0.11% 183
2022
Q2 		– Sell
-978
Closed -$209K – 555
2022
Q1 		$209K Buy
+978
New +$199K 0.02% 577

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

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

Axxcess Wealth Management opened a new position in Chubb (CB) in Q2 2026: 4,528 shares worth $1.54M. The stake represents 0.02% of the portfolio and ranks #438 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CB in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q1 2024. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Axxcess Wealth Management held 4,528 shares of Chubb worth $1.54M as of Q2 2026.
  • Chubb was a new Axxcess Wealth Management position in Q2 2026.
  • Chubb made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Axxcess Wealth Management first reported a position in Chubb in Q1 2022 and has held it in 14 quarters since.
  • Axxcess Wealth Management's Chubb position peaked at $1.8M in Q1 2024.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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