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Carl P. Sherr & Co’s Chubb CB Stock Holding History

Carl P. Sherr & Co’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 		$205K Buy
+601
New +$196K 0.09% 130

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

Carl P. Sherr & Co's CB Position: Q2 2026 in Review

Carl P. Sherr & Co opened a new position in Chubb (CB) in Q2 2026: 601 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #130 among its holdings.

2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Carl P. Sherr & Co held 601 shares of Chubb worth $205K as of Q2 2026.
  • Chubb was a new Carl P. Sherr & Co position in Q2 2026.
  • Chubb made up 0.09% of Carl P. Sherr & Co's portfolio in Q2 2026, its #130 holding.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.