Brown, Lisle/Cummings’s Chubb CB Stock Holding History

Brown, Lisle/Cummings’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	$172K	Sell	505 -23	-4%	-$7.5K	0.04%	247
2026 Q1	$172K	Buy	528 +58	+12%	+$18.6K	0.04%	229
2025 Q4	$147K	Hold	470	–	–	0.04%	242
2025 Q3	$133K	Hold	470	–	–	0.03%	251
2025 Q2	$136K	Hold	470	–	–	0.04%	250
2025 Q1	$142K	Hold	470	–	–	0.04%	240
2024 Q4	$130K	Hold	470	–	–	0.04%	242
2024 Q3	$136K	Hold	470	–	–	0.04%	239
2024 Q2	$120K	Hold	470	–	–	0.04%	243
2024 Q1	$122K	Hold	470	–	–	0.04%	232
2023 Q4	$106K	Hold	470	–	–	0.04%	231
2023 Q3	$97.8K	Hold	470	–	–	0.04%	225
2023 Q2	$90.5K	Hold	470	–	–	0.04%	235
2023 Q1	$91.3K	Buy	470 +75	+19%	+$15.8K	0.05%	222
2022 Q4	$87.1K	Hold	395	–	–	0.05%	219
2022 Q3	$71.8K	Hold	395	–	–	0.04%	224
2022 Q2	$77.6K	Hold	395	–	–	0.04%	217
2022 Q1	$84.5K	Hold	395	–	–	0.04%	222
2021 Q4	$76.4K	Buy	+395	New	+$74.2K	0.04%	231

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

Brown, Lisle/Cummings's CB Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Chubb (CB) stake by 4.4% in Q2 2026, selling an estimated $7.5K and leaving 505 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #247.

Brown, Lisle/Cummings first reported a position in CB in Q4 2021 and has held it in 19 quarters since. The position peaked at $172K in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Brown, Lisle/Cummings held 505 shares of Chubb worth $172K as of Q2 2026.
Brown, Lisle/Cummings sold 23 Chubb shares in Q2 2026, an estimated $7.5K.
Chubb made up 0.04% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #247 holding.
Brown, Lisle/Cummings first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's Chubb position peaked at $172K in Q1 2026.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.