Berry Wealth Group’s Chubb CB Stock Holding History

Berry Wealth 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	$1.52M	Sell	4,455 -60	-1%	-$19.6K	4.88%	8
2026 Q1	$1.47M	Sell	4,515 -208	-4%	-$66.7K	5.5%	8
2025 Q4	$1.47M	Sell	4,723 -98	-2%	-$28.7K	5.18%	8
2025 Q3	$1.36M	Sell	4,821 -8,838	-65%	-$2.43M	4.44%	8
2025 Q2	$3.96M	Sell	13,659 -29	-0.2%	-$8.35K	2.77%	10
2025 Q1	$4.13M	Sell	13,688 -624	-4%	-$173K	3.23%	9
2024 Q4	$3.95M	Sell	14,312 -300	-2%	-$85.2K	2.85%	11
2024 Q3	$4.21M	Sell	14,612 -4,461	-23%	-$1.22M	3.02%	10
2024 Q2	$4.87M	Buy	19,073 +179	+0.9%	+$46K	3.89%	8
2024 Q1	$4.9M	Sell	18,894 -789	-4%	-$194K	4.06%	8
2023 Q4	$4.45M	Buy	+19,683	New	+$4.3M	4.09%	9

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

Berry Wealth Group's CB Position: Q2 2026 in Review

Berry Wealth Group reduced its Chubb (CB) stake by 1.3% in Q2 2026, selling an estimated $19.6K and leaving 4,455 shares worth $1.52M. The position accounts for 4.88% of the portfolio, ranked #8.

Berry Wealth Group first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.9M in Q1 2024. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Berry Wealth Group held 4,455 shares of Chubb worth $1.52M as of Q2 2026.
Berry Wealth Group sold 60 Chubb shares in Q2 2026, an estimated $19.6K.
Chubb made up 4.88% of Berry Wealth Group's portfolio in Q2 2026, its #8 holding.
Berry Wealth Group first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
Berry Wealth Group's Chubb position peaked at $4.9M in Q1 2024.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.