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Bogart Wealth LLC’s Chubb CB Stock Holding History

Bogart Wealth LLC’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 		$70.9K Buy
208
+43
+26% +$14K ﹤0.01% 465
2026
Q1 		$53.8K Buy
165
+17
+11% +$5.45K ﹤0.01% 472
2025
Q4 		$46.2K Buy
148
+2
+1% +$585 ﹤0.01% 488
2025
Q3 		$41.2K Buy
146
+12
+9% +$3.3K ﹤0.01% 505
2025
Q2 		$38.8K Sell
134
-13
-9% -$3.74K ﹤0.01% 495
2025
Q1 		$44.4K Buy
147
+45
+44% +$12.5K ﹤0.01% 442
2024
Q4 		$28.2K Hold
102
– – ﹤0.01% 510
2024
Q3 		$29.4K Hold
102
– – ﹤0.01% 494
2024
Q2 		$26K Buy
+102
New +$26.2K ﹤0.01% 498
2022
Q4 		– Sell
-40
Closed -$8.32K – 1076
2022
Q3 		$7K Sell
40
-80
-67% -$15.2K ﹤0.01% 620
2022
Q2 		$24K Hold
120
– – ﹤0.01% 389
2022
Q1 		$26K Hold
120
– – ﹤0.01% 346
2021
Q4 		$23K Hold
120
– – ﹤0.01% 350
2021
Q3 		$21K Hold
120
– – ﹤0.01% 347
2021
Q2 		$19K Hold
120
– – ﹤0.01% 350
2021
Q1 		$19K Buy
+120
New +$19.3K ﹤0.01% 330

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's CB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Chubb (CB) stake by 26% in Q2 2026, buying an estimated $14K and bringing the position to 208 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Bogart Wealth LLC first reported a position in CB in Q1 2021 and has held it in 16 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Bogart Wealth LLC held 208 shares of Chubb worth $70.9K as of Q2 2026.
  • Bogart Wealth LLC bought 43 Chubb shares in Q2 2026, an estimated $14K.
  • Chubb made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #465 holding.
  • Bogart Wealth LLC first reported a position in Chubb in Q1 2021 and has held it in 16 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.