BlackDiamond Wealth Management’s Chubb CB Stock Holding History

BlackDiamond 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	$417K	Sell	1,198 -63	-5%	-$20.5K	0.17%	130
2026 Q1	$411K	Buy	1,261 +24	+2%	+$7.7K	0.2%	111
2025 Q4	$403K	Sell	1,237 -2	-0.2%	-$585	0.2%	108
2025 Q3	$350K	Sell	1,239 -39	-3%	-$10.7K	0.19%	101
2025 Q2	$370K	Sell	1,278 -88	-6%	-$25.3K	0.21%	89
2025 Q1	$396K	Sell	1,366 -395	-22%	-$110K	0.27%	69
2024 Q4	$487K	Sell	1,761 -103	-6%	-$29.2K	0.28%	77
2024 Q3	$527K	Sell	1,864 -279	-13%	-$76.5K	0.32%	78
2024 Q2	$577K	Buy	+2,143	New	+$550K	0.38%	65

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

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

BlackDiamond Wealth Management reduced its Chubb (CB) stake by 5% in Q2 2026, selling an estimated $20.5K and leaving 1,198 shares worth $417K. The position accounts for 0.17% of the portfolio, ranked #130.

BlackDiamond Wealth Management first reported a position in CB in Q2 2024 and has held it in 9 quarters since. The position peaked at $577K in Q2 2024. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

BlackDiamond Wealth Management held 1,198 shares of Chubb worth $417K as of Q2 2026.
BlackDiamond Wealth Management sold 63 Chubb shares in Q2 2026, an estimated $20.5K.
Chubb made up 0.17% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #130 holding.
BlackDiamond Wealth Management first reported a position in Chubb in Q2 2024 and has held it in 9 quarters since.
BlackDiamond Wealth Management's Chubb position peaked at $577K in Q2 2024.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.