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Basecamp Wealth Advisors’s Chubb CB Stock Holding History

Basecamp Wealth Advisors’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 		$304K Sell
893
-2
-0.2% -$652 0.06% 194
2026
Q1 		$292K Sell
895
-29
-3% -$9.3K 0.06% 193
2025
Q4 		$288K Buy
+924
New +$270K 0.06% 181

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

Basecamp Wealth Advisors's CB Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Chubb (CB) stake by 0.22% in Q2 2026, selling an estimated $652 and leaving 893 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #194.

Basecamp Wealth Advisors first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Basecamp Wealth Advisors held 893 shares of Chubb worth $304K as of Q2 2026.
  • Basecamp Wealth Advisors sold 2 Chubb shares in Q2 2026, an estimated $652.
  • Chubb made up 0.06% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • Basecamp Wealth Advisors first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.