Beacon Financial Group’s Chubb CB Stock Holding History

Beacon Financial Group’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	$3.34M	Sell	9,794 -357	-4%	-$116K	0.3%	78
2026 Q1	$3.31M	Buy	+10,151	New	+$3.26M	0.33%	78

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

Beacon Financial Group's CB Position: Q2 2026 in Review

Beacon Financial Group reduced its Chubb (CB) stake by 3.5% in Q2 2026, selling an estimated $116K and leaving 9,794 shares worth $3.34M. The position accounts for 0.3% of the portfolio, ranked #78.

Beacon Financial Group first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Beacon Financial Group held 9,794 shares of Chubb worth $3.34M as of Q2 2026.
Beacon Financial Group sold 357 Chubb shares in Q2 2026, an estimated $116K.
Chubb made up 0.3% of Beacon Financial Group's portfolio in Q2 2026, its #78 holding.
Beacon Financial Group first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.