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Bruce G. Allen Investments’s Chubb CB Stock Holding History

Bruce G. Allen Investments’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 		$155K Sell
456
-68
-13% -$22.2K 0.1% 95
2026
Q1 		$171K Sell
524
-13
-2% -$4.17K 0.11% 87
2025
Q4 		$168K Sell
537
-123
-19% -$36K 0.11% 92
2025
Q3 		$186K Sell
660
-32
-5% -$8.81K 0.13% 80
2025
Q2 		$200K Sell
692
-155
-18% -$44.6K 0.15% 73
2025
Q1 		$256K Buy
847
+134
+19% +$37.2K 0.2% 58
2024
Q4 		$197K Buy
713
+142
+25% +$40.3K 0.16% 73
2024
Q3 		$165K Sell
571
-18
-3% -$4.93K 0.13% 101
2024
Q2 		$150K Sell
589
-93
-14% -$23.9K 0.13% 102
2024
Q1 		$177K Sell
682
-37
-5% -$9.1K 0.15% 88
2023
Q4 		$162K Buy
+719
New +$157K 0.15% 92

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

Bruce G. Allen Investments's CB Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Chubb (CB) stake by 13% in Q2 2026, selling an estimated $22.2K and leaving 456 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #95.

Bruce G. Allen Investments first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $256K in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Bruce G. Allen Investments held 456 shares of Chubb worth $155K as of Q2 2026.
  • Bruce G. Allen Investments sold 68 Chubb shares in Q2 2026, an estimated $22.2K.
  • Chubb made up 0.1% of Bruce G. Allen Investments's portfolio in Q2 2026, its #95 holding.
  • Bruce G. Allen Investments first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Chubb position peaked at $256K in Q1 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.