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Bullock Wealth Management’s Chubb CB Stock Holding History

Bullock Wealth Management’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 		$27.8K Hold
79
– – 0.01% 330
2026
Q1 		$25.8K Hold
79
– – 0.01% 328
2025
Q4 		$24.7K Hold
79
– – 0.01% 323
2025
Q3 		$22.2K Hold
79
– – 0.01% 337
2025
Q2 		$22.9K Hold
79
– – 0.01% 306
2025
Q1 		$23.8K Hold
79
– – 0.01% 293
2024
Q4 		$21.8K Sell
79
-42
-35% -$11.9K 0.01% 312
2024
Q3 		$35.3K Sell
121
-38
-24% -$10.4K 0.02% 266
2024
Q2 		$40.5K Buy
159
+75
+89% +$19.3K 0.03% 255
2024
Q1 		$21.6K Buy
+84
New +$20.7K 0.01% 301

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

Bullock Wealth Management's CB Position: Q2 2026 in Review

Bullock Wealth Management held its Chubb (CB) position steady in Q2 2026 at 79 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #330.

Bullock Wealth Management first reported a position in CB in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.5K in Q2 2024. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Bullock Wealth Management held 79 shares of Chubb worth $27.8K as of Q2 2026.
  • Bullock Wealth Management left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Bullock Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Chubb position peaked at $40.5K in Q2 2024.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.