Broadleaf Partners’s Chubb CB Stock Holding History

Broadleaf Partners’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	$205K	Buy	+601	New	+$196K	0.04%	85
2024 Q4	–	Sell	-1,706	Closed	-$492K	–	79
2024 Q3	$492K	Hold	1,706	–	–	0.12%	56
2024 Q2	$435K	Hold	1,706	–	–	0.11%	54
2024 Q1	$442K	Hold	1,706	–	–	0.11%	57
2023 Q4	$386K	Hold	1,706	–	–	0.11%	62
2023 Q3	$355K	Hold	1,706	–	–	0.12%	53
2023 Q2	$329K	Buy	1,706 +601	+54%	+$118K	0.11%	58
2023 Q1	$215K	Hold	1,105	–	–	0.08%	71
2022 Q4	$244K	Hold	1,105	–	–	0.1%	65
2022 Q3	$201K	Buy	+1,105	New	+$210K	0.08%	68

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

Broadleaf Partners's CB Position: Q2 2026 in Review

Broadleaf Partners opened a new position in Chubb (CB) in Q2 2026: 601 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #85 among its holdings. This is a return to the name: Broadleaf Partners previously reported a position in CB as recently as Q3 2024.

Broadleaf Partners first reported a position in CB in Q3 2022 and has held it in 10 quarters since. The position peaked at $492K in Q3 2024. 2,161 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Broadleaf Partners held 601 shares of Chubb worth $205K as of Q2 2026.
Chubb was a new Broadleaf Partners position in Q2 2026.
Chubb made up 0.04% of Broadleaf Partners's portfolio in Q2 2026, its #85 holding.
Broadleaf Partners first reported a position in Chubb in Q3 2022 and has held it in 10 quarters since.
Broadleaf Partners's Chubb position peaked at $492K in Q3 2024.
2,161 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.