Baker Tilly Wealth Management’s Chubb CB Stock Holding History

Baker Tilly 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	$234K	Buy	688 +13	+2%	+$4.24K	0.05%	256
2026 Q1	$220K	Sell	675 -1	-0.1%	-$321	0.05%	263
2025 Q4	$211K	Buy	+676	New	+$198K	0.05%	274
2023 Q3	–	Sell	-1,062	Closed	-$204K	–	475
2023 Q2	$204K	Sell	1,062 -139	-12%	-$27.2K	0.02%	522
2023 Q1	$233K	Buy	1,201 +50	+4%	+$10.5K	0.03%	494
2022 Q4	$254K	Buy	+1,151	New	+$239K	0.03%	467
2022 Q2	–	Sell	-947	Closed	-$203K	–	499
2022 Q1	$203K	Sell	947 -1,956	-67%	-$397K	0.02%	494
2021 Q4	$561K	Buy	2,903 +36	+1%	+$6.76K	0.06%	327
2021 Q3	$497K	Buy	2,867 +158	+6%	+$27.7K	0.07%	315
2021 Q2	$431K	Sell	2,709 -684	-20%	-$113K	0.07%	311
2021 Q1	$536K	Buy	+3,393	New	+$547K	0.11%	228

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

Baker Tilly Wealth Management increased its Chubb (CB) stake by 1.9% in Q2 2026, buying an estimated $4.24K and bringing the position to 688 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #256.

Baker Tilly Wealth Management first reported a position in CB in Q1 2021 and has held it in 11 quarters since. The position peaked at $561K in Q4 2021. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Baker Tilly Wealth Management held 688 shares of Chubb worth $234K as of Q2 2026.
Baker Tilly Wealth Management bought 13 Chubb shares in Q2 2026, an estimated $4.24K.
Chubb made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #256 holding.
Baker Tilly Wealth Management first reported a position in Chubb in Q1 2021 and has held it in 11 quarters since.
Baker Tilly Wealth Management's Chubb position peaked at $561K in Q4 2021.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.