Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$518K Buy
1,520
+78
+5% +$25.4K 0.01% 369
2026
Q1
$470K Sell
1,442
-186
-11% -$59.7K 0.02% 307
2025
Q4
$508K Buy
1,628
+787
+94% +$230K 0.02% 299
2025
Q3
$237K Buy
841
+7
+0.8% +$1.93K 0.01% 276
2025
Q2
$242K Sell
834
-289
-26% -$83.2K 0.01% 235
2025
Q1
$339K Buy
+1,123
New +$312K 0.02% 191

Other funds holding CB

BIP Wealth's CB Position: Q2 2026 in Review

BIP Wealth increased its Chubb (CB) stake by 5.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 1,520 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #369.

BIP Wealth first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • BIP Wealth held 1,520 shares of Chubb worth $518K as of Q2 2026.
  • BIP Wealth bought 78 Chubb shares in Q2 2026, an estimated $25.4K.
  • Chubb made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #369 holding.
  • BIP Wealth first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.