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Box Hill Private Wealth’s Chubb CB Stock Holding History

Box Hill Private Wealth’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 		$277K Sell
814
-45
-5% -$14.7K 0.22% 60
2026
Q1 		$280K Buy
859
+3
+0.4% +$963 0.28% 50
2025
Q4 		$267K Buy
+856
New +$250K 0.27% 49

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

Box Hill Private Wealth's CB Position: Q2 2026 in Review

Box Hill Private Wealth reduced its Chubb (CB) stake by 5.2% in Q2 2026, selling an estimated $14.7K and leaving 814 shares worth $277K. The position accounts for 0.22% of the portfolio, ranked #60.

Box Hill Private Wealth first reported a position in CB in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Box Hill Private Wealth held 814 shares of Chubb worth $277K as of Q2 2026.
  • Box Hill Private Wealth sold 45 Chubb shares in Q2 2026, an estimated $14.7K.
  • Chubb made up 0.22% of Box Hill Private Wealth's portfolio in Q2 2026, its #60 holding.
  • Box Hill Private Wealth first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • Box Hill Private Wealth's Chubb position peaked at $280K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.