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Catalyst Financial Partners’s Chubb CB Stock Holding History

Catalyst 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 		$1.25M Buy
3,676
+739
+25% +$241K 0.12% 87
2026
Q1 		$957K Buy
2,937
+2
+0.1% +$642 0.11% 109
2025
Q4 		$916K Buy
2,935
+408
+16% +$119K 0.1% 105
2025
Q3 		$713K Buy
2,527
+96
+4% +$26.4K 0.09% 126
2025
Q2 		$704K Buy
2,431
+488
+25% +$140K 0.08% 127
2025
Q1 		$587K Buy
1,943
+65
+3% +$18.1K 0.11% 129
2024
Q4 		$519K Buy
1,878
+58
+3% +$16.5K 0.1% 132
2024
Q3 		$525K Buy
1,820
+82
+5% +$22.5K 0.1% 134
2024
Q2 		$443K Buy
1,738
+108
+7% +$27.7K 0.1% 140
2024
Q1 		$397K Buy
1,630
+8
+0.5% +$1.97K 0.1% 135
2023
Q4 		$367K Buy
1,622
+33
+2% +$7.22K 0.1% 137
2023
Q3 		$331K Buy
1,589
+242
+18% +$48.9K 0.11% 145
2023
Q2 		$259K Buy
1,347
+115
+9% +$22.5K 0.09% 163
2023
Q1 		$239K Sell
1,232
-122
-9% -$25.6K 0.1% 153
2022
Q4 		$299K Buy
+1,354
New +$282K 0.15% 110

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

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

Catalyst Financial Partners increased its Chubb (CB) stake by 25% in Q2 2026, buying an estimated $241K and bringing the position to 3,676 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #87.

Catalyst Financial Partners first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Catalyst Financial Partners held 3,676 shares of Chubb worth $1.25M as of Q2 2026.
  • Catalyst Financial Partners bought 739 Chubb shares in Q2 2026, an estimated $241K.
  • Chubb made up 0.12% of Catalyst Financial Partners's portfolio in Q2 2026, its #87 holding.
  • Catalyst Financial Partners first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.