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Cascade Financial Partners’s Chubb CB Stock Holding History

Cascade Financial Partners’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 		$998K Buy
+2,928
New +$955K 0.09% 124
2025
Q1 		– Sell
-1,018
Closed -$281K – 244
2024
Q4 		$281K Hold
1,018
– – 0.04% 194
2024
Q3 		$302K Hold
1,018
– – 0.04% 182
2024
Q2 		$260K Hold
1,018
– – 0.03% 193
2024
Q1 		$250K Buy
+1,018
New +$250K 0.04% 195

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

Cascade Financial Partners's CB Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in Chubb (CB) in Q2 2026: 2,928 shares worth $998K. The stake represents 0.09% of the portfolio and ranks #124 among its holdings. This is a return to the name: Cascade Financial Partners previously reported a position in CB as recently as Q4 2024.

Cascade Financial Partners first reported a position in CB in Q1 2024 and has held it in 5 quarters since. 2,163 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cascade Financial Partners held 2,928 shares of Chubb worth $998K as of Q2 2026.
  • Chubb was a new Cascade Financial Partners position in Q2 2026.
  • Chubb made up 0.09% of Cascade Financial Partners's portfolio in Q2 2026, its #124 holding.
  • Cascade Financial Partners first reported a position in Chubb in Q1 2024 and has held it in 5 quarters since.
  • 2,163 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.