Baker Avenue Asset Management’s Chubb CB Stock Holding History

Baker Avenue Asset 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	$1.33M	Buy	3,898 +1,238	+47%	+$404K	0.03%	260
2026 Q1	$867K	Buy	2,660 +650	+32%	+$209K	0.02%	297
2025 Q4	$627K	Sell	2,010 -45	-2%	-$13.2K	0.01%	326
2025 Q3	$580K	Buy	2,055 +800	+64%	+$220K	0.01%	326
2025 Q2	$364K	Buy	1,255 +132	+12%	+$38K	0.01%	347
2025 Q1	$339K	Sell	1,123 -17	-1%	-$4.72K	0.01%	347
2024 Q4	$315K	Sell	1,140 -68	-6%	-$19.3K	0.01%	350
2024 Q3	$348K	Sell	1,208 -10	-0.8%	-$2.74K	0.01%	327
2024 Q2	$311K	Buy	1,218 +11	+0.9%	+$2.83K	0.01%	313
2024 Q1	$313K	Buy	1,207 +14	+1%	+$3.44K	0.01%	297
2023 Q4	$270K	Sell	1,193 -393	-25%	-$85.9K	0.01%	312
2023 Q3	$330K	Sell	1,586 -8	-0.5%	-$1.62K	0.02%	295
2023 Q2	$307K	Buy	1,594 +71	+5%	+$13.9K	0.02%	303
2023 Q1	$296K	Sell	1,523 -66	-4%	-$13.9K	0.02%	308
2022 Q4	$350K	Buy	1,589 +135	+9%	+$28.1K	0.02%	283
2022 Q3	$264K	Buy	1,454 +221	+18%	+$42K	0.02%	307
2022 Q2	$242K	Buy	+1,233	New	+$254K	0.02%	282
2016 Q3	–	Sell	-5,566	Closed	-$728K	–	191
2016 Q2	$728K	Buy	5,566 +2,010	+57%	+$248K	0.11%	109
2016 Q1	$424K	Buy	+3,556	New	+$409K	0.06%	134

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baker Avenue Asset Management's CB Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Chubb (CB) stake by 47% in Q2 2026, buying an estimated $404K and bringing the position to 3,898 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #260.

Baker Avenue Asset Management first reported a position in CB in Q1 2016 and has held it in 19 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Baker Avenue Asset Management held 3,898 shares of Chubb worth $1.33M as of Q2 2026.
Baker Avenue Asset Management bought 1,238 Chubb shares in Q2 2026, an estimated $404K.
Chubb made up 0.03% of Baker Avenue Asset Management's portfolio in Q2 2026, its #260 holding.
Baker Avenue Asset Management first reported a position in Chubb in Q1 2016 and has held it in 19 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.