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Chicago Partners Investment Group’s Chubb CB Stock Holding History

Chicago Partners 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 		$2.94M Buy
8,333
+1,924
+30% +$628K 0.06% 271
2026
Q1 		$2.09M Buy
6,409
+233
+4% +$74.8K 0.05% 313
2025
Q4 		$1.86M Buy
6,176
+2,132
+53% +$623K 0.05% 306
2025
Q3 		$1.11M Buy
4,044
+364
+10% +$100K 0.03% 401
2025
Q2 		$994K Buy
3,680
+1,335
+57% +$384K 0.03% 398
2025
Q1 		$681K Buy
2,345
+267
+13% +$74.2K 0.02% 438
2024
Q4 		$554K Buy
2,078
+60
+3% +$17K 0.02% 473
2024
Q3 		$595K Buy
2,018
+397
+24% +$109K 0.02% 448
2024
Q2 		$449K Sell
1,621
-29
-2% -$7.45K 0.02% 494
2024
Q1 		$412K Buy
1,650
+93
+6% +$22.9K 0.02% 502
2023
Q4 		$376K Buy
1,557
+49
+3% +$10.7K 0.02% 489
2023
Q3 		$311K Sell
1,508
-34
-2% -$6.87K 0.02% 502
2023
Q2 		$317K Sell
1,542
-156
-9% -$30.6K 0.02% 517
2023
Q1 		$341K Buy
1,698
+356
+27% +$74.8K 0.02% 478
2022
Q4 		$289K Buy
1,342
+257
+24% +$53.5K 0.02% 486
2022
Q3 		$230K Buy
1,085
+2
+0.2% +$380 0.02% 502
2022
Q2 		$204K Buy
1,083
+23
+2% +$4.74K 0.01% 542
2022
Q1 		$220K Buy
+1,060
New +$215K 0.02% 493
2018
Q4 		– Sell
-1,986
Closed -$244K – 423
2018
Q3 		$244K Buy
1,986
+365
+23% +$49.4K 0.04% 270
2018
Q2 		$206K Buy
1,621
+180
+12% +$23.9K 0.03% 273
2018
Q1 		$197K Buy
1,441
+20
+1% +$2.9K 0.03% 256
2017
Q4 		$208K Sell
1,421
-34
-2% -$5.08K 0.03% 252
2017
Q3 		$207K Sell
1,455
-87
-6% -$12.6K 0.04% 254
2017
Q2 		$212K Buy
1,542
+701
+83% +$98.7K 0.06% 190
2017
Q1 		$115K Sell
841
-1,280
-60% -$172K 0.03% 234
2016
Q4 		$280K Sell
2,121
-100
-5% -$12.8K 0.1% 143
2016
Q3 		$279K Buy
2,221
+1,741
+363% +$221K 0.11% 142
2016
Q2 		$63K Buy
480
+300
+167% +$37K 0.03% 233
2016
Q1 		$21K Buy
+180
New +$20.7K 0.01% 292

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

Chicago Partners Investment Group's CB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Chubb (CB) stake by 30% in Q2 2026, buying an estimated $628K and bringing the position to 8,333 shares worth $2.94M. The position accounts for 0.06% of the portfolio, ranked #271.

Chicago Partners Investment Group first reported a position in CB in Q1 2016 and has held it in 29 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Chicago Partners Investment Group held 8,333 shares of Chubb worth $2.94M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,924 Chubb shares in Q2 2026, an estimated $628K.
  • Chubb made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #271 holding.
  • Chicago Partners Investment Group first reported a position in Chubb in Q1 2016 and has held it in 29 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.