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Benjamin Edwards Inc’s Chubb CB Stock Holding History

Benjamin Edwards Inc’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 		$11.8M Sell
34,686
-2,242
-6% -$731K 0.11% 204
2026
Q1 		$12M Buy
36,928
+356
+1% +$114K 0.12% 189
2025
Q4 		$11.4M Sell
36,572
-4,520
-11% -$1.32M 0.13% 174
2025
Q3 		$11.6M Sell
41,092
-1,746
-4% -$481K 0.13% 168
2025
Q2 		$12.4M Sell
42,838
-1,513
-3% -$435K 0.16% 147
2025
Q1 		$13.4M Sell
44,351
-3,110
-7% -$864K 0.19% 128
2024
Q4 		$13.1M Buy
47,461
+156
+0.3% +$44.3K 0.19% 133
2024
Q3 		$13.6M Buy
47,305
+44,951
+1,910% +$12.3M 0.2% 130
2024
Q2 		$600K Sell
2,354
-191
-8% -$49K 0.12% 187
2024
Q1 		$659K Buy
2,545
+595
+31% +$146K 0.13% 178
2023
Q4 		$441K Buy
1,950
+165
+9% +$36.1K 0.1% 210
2023
Q3 		$372K Buy
1,785
+67
+4% +$13.5K 0.09% 210
2023
Q2 		$331K Sell
1,718
-160
-9% -$31.3K 0.08% 209
2023
Q1 		$365K Buy
1,878
+615
+49% +$129K 0.09% 206
2022
Q4 		$279K Buy
1,263
+66
+6% +$13.7K 0.07% 224
2022
Q3 		$218K Buy
1,197
+70
+6% +$13.3K 0.07% 242
2022
Q2 		$222K Buy
1,127
+80
+8% +$16.5K 0.07% 249
2022
Q1 		$224K Buy
1,047
+158
+18% +$32.1K 0.07% 267
2021
Q4 		$172K Buy
889
+520
+141% +$97.7K 0.06% 279
2021
Q3 		$64K Buy
+369
New +$64.7K 0.04% 273
2019
Q3 		– Sell
-44
Closed -$6K – 298
2019
Q2 		$6K Hold
44
– – 0.01% 252
2019
Q1 		$6K Buy
+44
New +$5.85K 0.03% 232

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

Benjamin Edwards Inc's CB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Chubb (CB) stake by 6.1% in Q2 2026, selling an estimated $731K and leaving 34,686 shares worth $11.8M. The position accounts for 0.11% of the portfolio, ranked #204.

Benjamin Edwards Inc first reported a position in CB in Q1 2019 and has held it in 22 quarters since. The position peaked at $13.6M in Q3 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Benjamin Edwards Inc held 34,686 shares of Chubb worth $11.8M as of Q2 2026.
  • Benjamin Edwards Inc sold 2,242 Chubb shares in Q2 2026, an estimated $731K.
  • Chubb made up 0.11% of Benjamin Edwards Inc's portfolio in Q2 2026, its #204 holding.
  • Benjamin Edwards Inc first reported a position in Chubb in Q1 2019 and has held it in 22 quarters since.
  • Benjamin Edwards Inc's Chubb position peaked at $13.6M in Q3 2024.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.