Circle Wealth Management’s Chubb CB Stock Holding History

Circle 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	–	Sell	-645	Closed	-$210K	–	263
2026 Q1	$210K	Hold	645	–	–	﹤0.01%	258
2025 Q4	$201K	Buy	+645	New	+$189K	﹤0.01%	239

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

Circle Wealth Management's CB Position: Q2 2026 in Review

Circle Wealth Management sold out of Chubb (CB) in Q2 2026, closing a stake of 645 shares — an estimated $210K sold.

Circle Wealth Management first reported a position in CB in Q4 2025 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Circle Wealth Management reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Circle Wealth Management sold 645 Chubb shares in Q2 2026, an estimated $210K.
Circle Wealth Management first reported a position in Chubb in Q4 2025 and held it in 2 quarters.
Circle Wealth Management's Chubb position peaked at $210K in Q1 2026.
2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.