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Callan Family Office’s Chubb CB Stock Holding History

Callan Family Office’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 		$4.29M Sell
12,584
-329
-3% -$107K 0.08% 225
2026
Q1 		$4.21M Sell
12,913
-472
-4% -$151K 0.1% 219
2025
Q4 		$4.18M Buy
13,385
+5,334
+66% +$1.56M 0.09% 216
2025
Q3 		$2.27M Sell
8,051
-701
-8% -$193K 0.07% 247
2025
Q2 		$2.54M Buy
8,752
+4,811
+122% +$1.38M 0.08% 239
2025
Q1 		$1.19M Buy
3,941
+75
+2% +$20.8K 0.09% 192
2024
Q4 		$1.07M Buy
+3,866
New +$1.1M 0.07% 238

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

Callan Family Office's CB Position: Q2 2026 in Review

Callan Family Office reduced its Chubb (CB) stake by 2.5% in Q2 2026, selling an estimated $107K and leaving 12,584 shares worth $4.29M. The position accounts for 0.08% of the portfolio, ranked #225.

Callan Family Office first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Callan Family Office held 12,584 shares of Chubb worth $4.29M as of Q2 2026.
  • Callan Family Office sold 329 Chubb shares in Q2 2026, an estimated $107K.
  • Chubb made up 0.08% of Callan Family Office's portfolio in Q2 2026, its #225 holding.
  • Callan Family Office first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.