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Bay Harbor Wealth Management’s Chubb CB Stock Holding History

Bay Harbor 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 		$16.7K Buy
49
+10
+26% +$3.26K ﹤0.01% 211
2026
Q1 		$12.7K Buy
39
+11
+39% +$3.53K ﹤0.01% 187
2025
Q4 		$8.76K Buy
28
+10
+56% +$2.92K ﹤0.01% 196
2025
Q3 		$5.09K Buy
18
+7
+64% +$1.93K ﹤0.01% 202
2025
Q2 		$3.2K Buy
11
+4
+57% +$1.15K ﹤0.01% 221
2025
Q1 		$2.12K Buy
+7
New +$1.95K ﹤0.01% 186
2024
Q4 		– Sell
-37
Closed -$10.7K – 184
2024
Q3 		$10.7K Buy
+37
New +$10.1K ﹤0.01% 122
2021
Q1 		– Sell
-13
Closed -$2K – 247
2020
Q4 		$2K Buy
+13
New +$1.82K ﹤0.01% 338
2020
Q2 		– Sell
-36
Closed -$4K – 352
2020
Q1 		$4K Hold
36
– – ﹤0.01% 235
2019
Q4 		$6K Hold
36
– – ﹤0.01% 250
2019
Q3 		$6K Hold
36
– – ﹤0.01% 257
2019
Q2 		$5K Hold
36
– – ﹤0.01% 268
2019
Q1 		$5K Hold
36
– – ﹤0.01% 298
2018
Q4 		$5K Buy
+36
New +$4.65K ﹤0.01% 281

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

Bay Harbor Wealth Management's CB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Chubb (CB) stake by 26% in Q2 2026, buying an estimated $3.26K and bringing the position to 49 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Bay Harbor Wealth Management first reported a position in CB in Q4 2018 and has held it in 14 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Bay Harbor Wealth Management held 49 shares of Chubb worth $16.7K as of Q2 2026.
  • Bay Harbor Wealth Management bought 10 Chubb shares in Q2 2026, an estimated $3.26K.
  • Chubb made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Bay Harbor Wealth Management first reported a position in Chubb in Q4 2018 and has held it in 14 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.