Carnegie Lake Advisors’s Chubb CB Stock Holding History

Carnegie Lake Advisors’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	$1.05M	Sell	3,075 -250	-8%	-$81.5K	0.39%	67
2026 Q1	$1.08M	Hold	3,325	–	–	0.43%	57
2025 Q4	$1.04M	Sell	3,325 -50	-1%	-$14.6K	0.4%	67
2025 Q3	$953K	Hold	3,375	–	–	0.37%	75
2025 Q2	$978K	Sell	3,375 -50	-1%	-$14.4K	0.39%	75
2025 Q1	$1.03M	Hold	3,425	–	–	0.42%	67
2024 Q4	$946K	Hold	3,425	–	–	0.38%	70
2024 Q3	$988K	Buy	+3,425	New	+$939K	0.39%	69

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carnegie Lake Advisors's CB Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its Chubb (CB) stake by 7.5% in Q2 2026, selling an estimated $81.5K and leaving 3,075 shares worth $1.05M. The position accounts for 0.39% of the portfolio, ranked #67.

Carnegie Lake Advisors first reported a position in CB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2026. 2,163 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Carnegie Lake Advisors held 3,075 shares of Chubb worth $1.05M as of Q2 2026.
Carnegie Lake Advisors sold 250 Chubb shares in Q2 2026, an estimated $81.5K.
Chubb made up 0.39% of Carnegie Lake Advisors's portfolio in Q2 2026, its #67 holding.
Carnegie Lake Advisors first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Chubb position peaked at $1.08M in Q1 2026.
2,163 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.