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Caldwell Sutter Capital’s Chubb CB Stock Holding History

Caldwell Sutter Capital’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 		$9.2K Sell
27
-186
-87% -$60.7K ﹤0.01% 622
2026
Q1 		$69.4K Hold
213
– – 0.03% 342
2025
Q4 		$66.5K Hold
213
– – 0.03% 324
2025
Q3 		$60.1K Hold
213
– – 0.03% 340
2025
Q2 		$61.7K Hold
213
– – 0.03% 327
2025
Q1 		$64.3K Hold
213
– – 0.03% 329
2024
Q4 		$58.9K Hold
213
– – 0.03% 337
2024
Q3 		$61.4K Hold
213
– – 0.03% 335
2024
Q2 		$54.3K Hold
213
– – 0.03% 344
2024
Q1 		$55.2K Hold
213
– – 0.03% 337
2023
Q4 		$48.1K Hold
213
– – 0.02% 340
2023
Q3 		$44.3K Hold
213
– – 0.02% 333
2023
Q2 		$41K Buy
213
+27
+15% +$5.29K 0.02% 350
2023
Q1 		$36.1K Hold
186
– – 0.03% 280
2022
Q4 		$41K Buy
+186
New +$38.7K 0.04% 188

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

Caldwell Sutter Capital's CB Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Chubb (CB) stake by 87% in Q2 2026, selling an estimated $60.7K and leaving 27 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Caldwell Sutter Capital first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $69.4K in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Caldwell Sutter Capital held 27 shares of Chubb worth $9.2K as of Q2 2026.
  • Caldwell Sutter Capital sold 186 Chubb shares in Q2 2026, an estimated $60.7K.
  • Chubb made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #622 holding.
  • Caldwell Sutter Capital first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Chubb position peaked at $69.4K in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.