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Bleakley Financial Group’s Chubb CB Stock Holding History

Bleakley 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 		$4.49M Buy
13,165
+1,456
+12% +$475K 0.06% 270
2026
Q1 		$3.82M Buy
11,709
+589
+5% +$189K 0.06% 254
2025
Q4 		$3.47M Buy
+11,120
New +$3.25M 0.06% 246
2025
Q3 		– Sell
-10,375
Closed -$3.01M – 594
2025
Q2 		$3.01M Buy
+10,375
New +$2.99M 0.08% 225
2025
Q1 		– Sell
-9,069
Closed -$2.51M – 577
2024
Q4 		$2.51M Buy
9,069
+250
+3% +$71K 0.08% 218
2024
Q3 		$2.54M Buy
8,819
+397
+5% +$109K 0.08% 209
2024
Q2 		$2.15M Sell
8,422
-67
-0.8% -$17.2K 0.06% 269
2024
Q1 		$2.2M Buy
8,489
+289
+4% +$71.1K 0.06% 280
2023
Q4 		$1.85M Buy
8,200
+514
+7% +$112K 0.06% 285
2023
Q3 		$1.6M Sell
7,686
-447
-5% -$90.4K 0.06% 296
2023
Q2 		$1.57M Buy
8,133
+1,045
+15% +$205K 0.05% 314
2023
Q1 		$1.38M Buy
7,088
+538
+8% +$113K 0.05% 330
2022
Q4 		$1.44M Buy
+6,550
New +$1.36M 0.05% 319

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

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

Bleakley Financial Group increased its Chubb (CB) stake by 12% in Q2 2026, buying an estimated $475K and bringing the position to 13,165 shares worth $4.49M. The position accounts for 0.06% of the portfolio, ranked #270.

Bleakley Financial Group first reported a position in CB in Q4 2022 and has held it in 13 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Bleakley Financial Group held 13,165 shares of Chubb worth $4.49M as of Q2 2026.
  • Bleakley Financial Group bought 1,456 Chubb shares in Q2 2026, an estimated $475K.
  • Chubb made up 0.06% of Bleakley Financial Group's portfolio in Q2 2026, its #270 holding.
  • Bleakley Financial Group first reported a position in Chubb in Q4 2022 and has held it in 13 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.