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Brady Family Wealth’s Chubb CB Stock Holding History

Brady Family 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 		$6.98M Sell
20,475
-1,378
-6% -$449K 2.01% 15
2026
Q1 		$7.12M Buy
21,853
+108
+0.5% +$34.6K 2.22% 9
2025
Q4 		$6.79M Sell
21,745
-315
-1% -$92.1K 2.09% 10
2025
Q3 		$6.23M Buy
22,060
+269
+1% +$74K 1.93% 12
2025
Q2 		$6.31M Sell
21,791
-382
-2% -$110K 1.95% 17
2025
Q1 		$6.7M Buy
22,173
+279
+1% +$77.5K 2.14% 13
2024
Q4 		$6.05M Sell
21,894
-507
-2% -$144K 1.86% 15
2024
Q3 		$6.46M Sell
22,401
-276
-1% -$75.7K 1.94% 14
2024
Q2 		$5.78M Buy
22,677
+20
+0.1% +$5.14K 1.87% 15
2024
Q1 		$5.87M Sell
22,657
-561
-2% -$138K 1.9% 14
2023
Q4 		$5.25M Buy
23,218
+701
+3% +$153K 1.8% 15
2023
Q3 		$4.69M Buy
22,517
+307
+1% +$62.1K 1.81% 16
2023
Q2 		$4.28M Buy
22,210
+131
+0.6% +$25.7K 1.59% 19
2023
Q1 		$4.29M Buy
22,079
+180
+0.8% +$37.8K 1.69% 17
2022
Q4 		$4.83M Buy
+21,899
New +$4.56M 1.99% 11

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

Brady Family Wealth's CB Position: Q2 2026 in Review

Brady Family Wealth reduced its Chubb (CB) stake by 6.3% in Q2 2026, selling an estimated $449K and leaving 20,475 shares worth $6.98M. The position accounts for 2.01% of the portfolio, ranked #15.

Brady Family Wealth first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.12M in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Brady Family Wealth held 20,475 shares of Chubb worth $6.98M as of Q2 2026.
  • Brady Family Wealth sold 1,378 Chubb shares in Q2 2026, an estimated $449K.
  • Chubb made up 2.01% of Brady Family Wealth's portfolio in Q2 2026, its #15 holding.
  • Brady Family Wealth first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Chubb position peaked at $7.12M in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.