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Brookwood Investment Group’s Chubb CB Stock Holding History

Brookwood Investment Group’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 		$371K Buy
1,089
+425
+64% +$139K 0.04% 360
2026
Q1 		$216K Sell
664
-1,125
-63% -$361K 0.03% 472
2025
Q4 		$558K Buy
1,789
+66
+4% +$19.3K 0.07% 266
2025
Q3 		$486K Buy
1,723
+24
+1% +$6.61K 0.06% 270
2025
Q2 		$492K Buy
+1,699
New +$489K 0.08% 234

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

Brookwood Investment Group's CB Position: Q2 2026 in Review

Brookwood Investment Group increased its Chubb (CB) stake by 64% in Q2 2026, buying an estimated $139K and bringing the position to 1,089 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #360.

Brookwood Investment Group first reported a position in CB in Q2 2025 and has held it in 5 quarters since. The position peaked at $558K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Brookwood Investment Group held 1,089 shares of Chubb worth $371K as of Q2 2026.
  • Brookwood Investment Group bought 425 Chubb shares in Q2 2026, an estimated $139K.
  • Chubb made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #360 holding.
  • Brookwood Investment Group first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Chubb position peaked at $558K in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.