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Badgley Phelps Wealth Managers’s Chubb CB Stock Holding History

Badgley Phelps Wealth Managers’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 		$26M Buy
76,083
+788
+1% +$257K 0.46% 58
2026
Q1 		$24.6M Sell
75,295
-944
-1% -$303K 0.49% 56
2025
Q4 		$23.9M Buy
76,239
+1,301
+2% +$380K 0.44% 58
2025
Q3 		$21.2M Buy
74,938
+447
+0.6% +$123K 0.45% 59
2025
Q2 		$21.7M Buy
74,491
+533
+0.7% +$153K 0.48% 54
2025
Q1 		$22.4M Sell
73,958
-333
-0.4% -$92.5K 0.54% 48
2024
Q4 		$20.6M Buy
74,291
+57
+0.1% +$16.2K 0.48% 58
2024
Q3 		$21.5M Buy
74,234
+674
+0.9% +$185K 0.5% 58
2024
Q2 		$18.8M Buy
73,560
+383
+0.5% +$98.4K 0.47% 65
2024
Q1 		$19M Buy
73,177
+1,104
+2% +$271K 0.48% 69
2023
Q4 		$16.3M Buy
72,073
+639
+0.9% +$140K 0.45% 70
2023
Q3 		$14.9M Buy
71,434
+1,659
+2% +$335K 0.51% 67
2023
Q2 		$13.4M Buy
69,775
+433
+0.6% +$84.8K 0.44% 74
2023
Q1 		$13.5M Buy
+69,342
New +$14.6M 0.5% 70

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

Badgley Phelps Wealth Managers's CB Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Chubb (CB) stake by 1% in Q2 2026, buying an estimated $257K and bringing the position to 76,083 shares worth $26M. The position accounts for 0.46% of the portfolio, ranked #58.

Badgley Phelps Wealth Managers first reported a position in CB in Q1 2023 and has held it in 14 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Badgley Phelps Wealth Managers held 76,083 shares of Chubb worth $26M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 788 Chubb shares in Q2 2026, an estimated $257K.
  • Chubb made up 0.46% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #58 holding.
  • Badgley Phelps Wealth Managers first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.