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Buck Wealth Strategies’s Chubb CB Stock Holding History

Buck Wealth Strategies’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 		$6.47K Buy
+19
New +$6.2K ﹤0.01% 679
2023
Q4 		– Sell
-23
Closed -$4.86K – 107
2023
Q3 		$4.86K Hold
23
– – ﹤0.01% 240
2023
Q2 		$4.48K Hold
23
– – ﹤0.01% 193
2023
Q1 		$4.5K Buy
+23
New +$4.83K ﹤0.01% 136

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's CB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Chubb (CB) in Q2 2026: 19 shares worth $6.47K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in CB as recently as Q3 2023.

Buck Wealth Strategies first reported a position in CB in Q1 2023 and has held it in 4 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Buck Wealth Strategies held 19 shares of Chubb worth $6.47K as of Q2 2026.
  • Chubb was a new Buck Wealth Strategies position in Q2 2026.
  • Chubb made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #679 holding.
  • Buck Wealth Strategies first reported a position in Chubb in Q1 2023 and has held it in 4 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.