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Caliber Wealth Management (Kansas)’s Chubb CB Stock Holding History

Caliber Wealth Management (Kansas)’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 		$4.16M Buy
12,203
+278
+2% +$90.7K 0.4% 47
2026
Q1 		$3.89M Buy
11,925
+211
+2% +$67.7K 0.43% 48
2025
Q4 		$3.66M Buy
11,714
+669
+6% +$196K 0.39% 46
2025
Q3 		$3.12M Buy
11,045
+258
+2% +$71K 0.35% 64
2025
Q2 		$3.13M Sell
10,787
-849
-7% -$244K 0.34% 65
2025
Q1 		$3.51M Buy
+11,636
New +$3.23M 0.48% 48

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

Caliber Wealth Management (Kansas)'s CB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Chubb (CB) stake by 2.3% in Q2 2026, buying an estimated $90.7K and bringing the position to 12,203 shares worth $4.16M. The position accounts for 0.4% of the portfolio, ranked #47.

Caliber Wealth Management (Kansas) first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 12,203 shares of Chubb worth $4.16M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 278 Chubb shares in Q2 2026, an estimated $90.7K.
  • Chubb made up 0.4% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #47 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.