Beto Financial Group’s Chubb CB Stock Holding History

Beto 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	$228K	Sell	647 -17	-3%	-$5.54K	0.12%	150
2026 Q1	$213K	Buy	664 +5	+0.8%	+$1.6K	0.12%	142
2025 Q4	$205K	Buy	+659	New	+$193K	0.14%	132

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

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

Beto Financial Group reduced its Chubb (CB) stake by 2.6% in Q2 2026, selling an estimated $5.54K and leaving 647 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #150.

Beto Financial Group 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.

Beto Financial Group held 647 shares of Chubb worth $228K as of Q2 2026.
Beto Financial Group sold 17 Chubb shares in Q2 2026, an estimated $5.54K.
Chubb made up 0.12% of Beto Financial Group's portfolio in Q2 2026, its #150 holding.
Beto Financial Group 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 Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.