Blue Bell Private Wealth Management’s Chubb CB Stock Holding History

Blue Bell Private 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	$158K	Hold	463	–	–	0.02%	306
2026 Q1	$151K	Hold	463	–	–	0.02%	294
2025 Q4	$145K	Sell	463 -23	-5%	-$6.72K	0.02%	289
2025 Q3	$137K	Hold	486	–	–	0.02%	289
2025 Q2	$141K	Hold	486	–	–	0.02%	272
2025 Q1	$147K	Buy	486 +5	+1%	+$1.39K	0.03%	255
2024 Q4	$133K	Sell	481 -7	-1%	-$1.99K	0.03%	248
2024 Q3	$141K	Buy	488 +13	+3%	+$3.56K	0.03%	245
2024 Q2	$121K	Hold	475	–	–	0.03%	255
2024 Q1	$123K	Hold	475	–	–	0.03%	240
2023 Q4	$107K	Hold	475	–	–	0.03%	231
2023 Q3	$98.9K	Buy	475 +12	+3%	+$2.43K	0.03%	202
2023 Q2	$89.2K	Buy	463 +42	+10%	+$8.23K	0.02%	205
2023 Q1	$81.8K	Hold	421	–	–	0.02%	195
2022 Q4	$92.9K	Hold	421	–	–	0.03%	169
2022 Q3	$77K	Hold	421	–	–	0.03%	180
2022 Q2	$83K	Hold	421	–	–	0.03%	178
2022 Q1	$90K	Hold	421	–	–	0.03%	175
2021 Q4	$81K	Buy	+421	New	+$79.1K	0.02%	179

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

Blue Bell Private Wealth Management's CB Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Chubb (CB) position steady in Q2 2026 at 463 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #306.

Blue Bell Private Wealth Management first reported a position in CB in Q4 2021 and has held it in 19 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Blue Bell Private Wealth Management held 463 shares of Chubb worth $158K as of Q2 2026.
Blue Bell Private Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #306 holding.
Blue Bell Private Wealth Management first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.