Cherry Tree Wealth Management’s Chubb CB Stock Holding History

Cherry Tree Wealth Management’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	$38.2K	Hold	112	–	–	0.01%	309
2026 Q1	$36.5K	Hold	112	–	–	0.01%	302
2025 Q4	$35K	Buy	112 +31	+38%	+$9.06K	0.01%	304
2025 Q3	$22.9K	Hold	81	–	–	0.01%	325
2025 Q2	$23.5K	Sell	81 -38	-32%	-$10.9K	0.01%	321
2025 Q1	$35.9K	Buy	119 +43	+57%	+$11.9K	0.01%	284
2024 Q4	$21K	Hold	76	–	–	0.01%	334
2024 Q3	$21.9K	Hold	76	–	–	0.01%	332
2024 Q2	$19.4K	Buy	76 +29	+62%	+$7.45K	﹤0.01%	333
2024 Q1	$12.2K	Hold	47	–	–	﹤0.01%	359
2023 Q4	$10.6K	Hold	47	–	–	﹤0.01%	352
2023 Q3	$9.79K	Buy	47 +38	+422%	+$7.68K	﹤0.01%	343
2023 Q2	$1.73K	Buy	+9	New	+$1.76K	﹤0.01%	503

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's CB Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Chubb (CB) position steady in Q2 2026 at 112 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #309.

Cherry Tree Wealth Management first reported a position in CB in Q2 2023 and has held it in 13 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Cherry Tree Wealth Management held 112 shares of Chubb worth $38.2K as of Q2 2026.
Cherry Tree Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #309 holding.
Cherry Tree Wealth Management first reported a position in Chubb in Q2 2023 and has held it in 13 quarters since.
2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.