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Charter Research & Investment Group’s Chubb CB Stock Holding History

Charter Research & Investment Group’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 		$250K Sell
735
-30
-4% -$9.79K 0.15% 78
2026
Q1 		$249K Hold
765
– – 0.17% 77
2025
Q4 		$239K Hold
765
– – 0.16% 74
2025
Q3 		$216K Sell
765
-55
-7% -$15.1K 0.15% 83
2025
Q2 		$238K Hold
820
– – 0.18% 73
2025
Q1 		$248K Hold
820
– – 0.19% 74
2024
Q4 		$227K Hold
820
– – 0.17% 76
2024
Q3 		$236K Hold
820
– – 0.17% 76
2024
Q2 		$209K Hold
820
– – 0.16% 80
2024
Q1 		$212K Buy
+820
New +$202K 0.17% 81

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

Charter Research & Investment Group's CB Position: Q2 2026 in Review

Charter Research & Investment Group reduced its Chubb (CB) stake by 3.9% in Q2 2026, selling an estimated $9.79K and leaving 735 shares worth $250K. The position accounts for 0.15% of the portfolio, ranked #78.

Charter Research & Investment Group first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Charter Research & Investment Group held 735 shares of Chubb worth $250K as of Q2 2026.
  • Charter Research & Investment Group sold 30 Chubb shares in Q2 2026, an estimated $9.79K.
  • Chubb made up 0.15% of Charter Research & Investment Group's portfolio in Q2 2026, its #78 holding.
  • Charter Research & Investment Group first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.