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Baron Wealth Management’s Chubb CB Stock Holding History

Baron 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 		$697K Buy
2,044
+2
+0.1% +$652 0.18% 79
2026
Q1 		$666K Buy
2,042
+5
+0.2% +$1.6K 0.2% 70
2025
Q4 		$636K Buy
2,037
+96
+5% +$28.1K 0.2% 72
2025
Q3 		$548K Sell
1,941
-178
-8% -$49K 0.18% 78
2025
Q2 		$614K Buy
2,119
+52
+3% +$15K 0.22% 65
2025
Q1 		$624K Buy
2,067
+184
+10% +$51.1K 0.27% 54
2024
Q4 		$520K Sell
1,883
-58
-3% -$16.5K 0.24% 60
2024
Q3 		$560K Buy
1,941
+235
+14% +$64.4K 0.27% 57
2024
Q2 		$435K Sell
1,706
-16
-0.9% -$4.11K 0.23% 69
2024
Q1 		$446K Buy
1,722
+127
+8% +$31.2K 0.24% 66
2023
Q4 		$360K Buy
1,595
+22
+1% +$4.81K 0.2% 79
2023
Q3 		$327K Buy
1,573
+28
+2% +$5.66K 0.21% 83
2023
Q2 		$298K Buy
1,545
+27
+2% +$5.29K 0.19% 97
2023
Q1 		$295K Buy
1,518
+44
+3% +$9.25K 0.21% 87
2022
Q4 		$325K Buy
+1,474
New +$307K 0.25% 71

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Baron Wealth Management increased its Chubb (CB) stake by 0.1% in Q2 2026, buying an estimated $652 and bringing the position to 2,044 shares worth $697K. The position accounts for 0.18% of the portfolio, ranked #79.

Baron Wealth Management first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 488 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Baron Wealth Management held 2,044 shares of Chubb worth $697K as of Q2 2026.
  • Baron Wealth Management bought 2 Chubb shares in Q2 2026, an estimated $652.
  • Chubb made up 0.18% of Baron Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Baron Wealth Management first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • 488 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.