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Clark Wealth Partners’s Chubb CB Stock Holding History

Clark Wealth 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 		$8.2K Sell
24
-6
-20% -$1.96K ﹤0.01% 250
2026
Q1 		$9.8K Buy
30
+11
+58% +$3.53K 0.01% 248
2025
Q4 		$5.93K Hold
19
– – ﹤0.01% 311
2025
Q3 		$5.93K Hold
19
– – ﹤0.01% 311
2025
Q2 		$5.5K Hold
19
– – ﹤0.01% 276
2025
Q1 		$5.74K Hold
19
– – ﹤0.01% 259
2024
Q4 		$5.25K Buy
+19
New +$5.39K ﹤0.01% 231

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Clark Wealth Partners's CB Position: Q2 2026 in Review

Clark Wealth Partners reduced its Chubb (CB) stake by 20% in Q2 2026, selling an estimated $1.96K and leaving 24 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Clark Wealth Partners first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.8K in Q1 2026. 2,069 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Clark Wealth Partners held 24 shares of Chubb worth $8.2K as of Q2 2026.
  • Clark Wealth Partners sold 6 Chubb shares in Q2 2026, an estimated $1.96K.
  • Chubb made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #250 holding.
  • Clark Wealth Partners first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Chubb position peaked at $9.8K in Q1 2026.
  • 2,069 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.