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BKM Wealth Management’s Chubb CB Stock Holding History

BKM Wealth Management’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 		$1.57M Buy
4,593
+147
+3% +$47.9K 0.55% 53
2026
Q1 		$1.45M Sell
4,446
-336
-7% -$108K 0.53% 59
2025
Q4 		$1.49M Sell
4,782
-2,602
-35% -$761K 0.55% 55
2025
Q3 		$2.08M Buy
7,384
+149
+2% +$41K 0.77% 40
2025
Q2 		$2.1M Sell
7,235
-225
-3% -$64.7K 0.82% 34
2025
Q1 		$2.25M Buy
7,460
+671
+10% +$186K 0.93% 33
2024
Q4 		$1.88M Sell
6,789
-81
-1% -$23K 0.77% 36
2024
Q3 		$1.98M Buy
6,870
+392
+6% +$107K 0.81% 33
2024
Q2 		$1.65M Buy
6,478
+648
+11% +$166K 0.79% 39
2024
Q1 		$1.51M Buy
5,830
+343
+6% +$84.3K 0.65% 45
2023
Q4 		$1.24M Buy
+5,487
New +$1.2M 0.53% 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

BKM Wealth Management's CB Position: Q2 2026 in Review

BKM Wealth Management increased its Chubb (CB) stake by 3.3% in Q2 2026, buying an estimated $47.9K and bringing the position to 4,593 shares worth $1.57M. The position accounts for 0.55% of the portfolio, ranked #53.

BKM Wealth Management first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q1 2025. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • BKM Wealth Management held 4,593 shares of Chubb worth $1.57M as of Q2 2026.
  • BKM Wealth Management bought 147 Chubb shares in Q2 2026, an estimated $47.9K.
  • Chubb made up 0.55% of BKM Wealth Management's portfolio in Q2 2026, its #53 holding.
  • BKM Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's Chubb position peaked at $2.25M in Q1 2025.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.