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Burling Wealth Partners’s Chubb CB Stock Holding History

Burling Wealth Partners’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 		$348K Sell
1,022
-55
-5% -$17.9K 0.05% 153
2026
Q1 		$351K Sell
1,077
-163
-13% -$52.3K 0.06% 144
2025
Q4 		$387K Sell
1,240
-10
-0.8% -$2.92K 0.06% 148
2025
Q3 		$353K Sell
1,250
-90
-7% -$24.8K 0.06% 140
2025
Q2 		$388K Sell
1,340
-35
-3% -$10.1K 0.07% 141
2025
Q1 		$415K Hold
1,375
– – 0.09% 128
2024
Q4 		$380K Buy
+1,375
New +$390K 0.08% 131

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

Burling Wealth Partners's CB Position: Q2 2026 in Review

Burling Wealth Partners reduced its Chubb (CB) stake by 5.1% in Q2 2026, selling an estimated $17.9K and leaving 1,022 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #153.

Burling Wealth Partners first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $415K in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Burling Wealth Partners held 1,022 shares of Chubb worth $348K as of Q2 2026.
  • Burling Wealth Partners sold 55 Chubb shares in Q2 2026, an estimated $17.9K.
  • Chubb made up 0.05% of Burling Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Burling Wealth Partners first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Chubb position peaked at $415K in Q1 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.