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Beverly Hills Private Wealth’s Chubb CB Stock Holding History

Beverly Hills Private Wealth’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 		$3.52M Sell
10,343
-1,955
-16% -$638K 0.67% 46
2026
Q1 		$4.01M Buy
12,298
+2,971
+32% +$953K 0.67% 44
2025
Q4 		$2.91M Buy
9,327
+5,141
+123% +$1.5M 0.5% 57
2025
Q3 		$1.18M Sell
4,186
-723
-15% -$199K 0.21% 115
2025
Q2 		$1.42M Buy
4,909
+3,698
+305% +$1.06M 0.27% 99
2025
Q1 		$366K Buy
1,211
+375
+45% +$104K 0.07% 220
2024
Q4 		$231K Buy
+836
New +$237K 0.05% 302
2023
Q3 		– Sell
-1,697
Closed -$341K – 302
2023
Q2 		$341K Sell
1,697
-6,001
-78% -$1.18M 0.06% 276
2023
Q1 		$1.49M Buy
7,698
+1,243
+19% +$261K 0.46% 64
2022
Q4 		$1.42M Buy
+6,455
New +$1.34M 0.62% 52

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

Beverly Hills Private Wealth's CB Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Chubb (CB) stake by 16% in Q2 2026, selling an estimated $638K and leaving 10,343 shares worth $3.52M. The position accounts for 0.67% of the portfolio, ranked #46.

Beverly Hills Private Wealth first reported a position in CB in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.01M in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Beverly Hills Private Wealth held 10,343 shares of Chubb worth $3.52M as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,955 Chubb shares in Q2 2026, an estimated $638K.
  • Chubb made up 0.67% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #46 holding.
  • Beverly Hills Private Wealth first reported a position in Chubb in Q4 2022 and has held it in 10 quarters since.
  • Beverly Hills Private Wealth's Chubb position peaked at $4.01M in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.