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Balboa Wealth Partners’s Chubb CB Stock Holding History

Balboa Wealth Partners’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 		$273K Sell
800
-34
-4% -$11.1K 0.04% 363
2026
Q1 		$272K Buy
834
+1
+0.1% +$321 0.05% 326
2025
Q4 		$260K Buy
+833
New +$244K 0.04% 321
2024
Q4 		– Sell
-898
Closed -$259K – 350
2024
Q3 		$259K Buy
+898
New +$246K 0.06% 206

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

Balboa Wealth Partners's CB Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Chubb (CB) stake by 4.1% in Q2 2026, selling an estimated $11.1K and leaving 800 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #363.

Balboa Wealth Partners first reported a position in CB in Q3 2024 and has held it in 4 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Balboa Wealth Partners held 800 shares of Chubb worth $273K as of Q2 2026.
  • Balboa Wealth Partners sold 34 Chubb shares in Q2 2026, an estimated $11.1K.
  • Chubb made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #363 holding.
  • Balboa Wealth Partners first reported a position in Chubb in Q3 2024 and has held it in 4 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.