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Clear Creek Financial Management’s Chubb CB Stock Holding History

Clear Creek Financial 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 		$231K Sell
677
-86
-11% -$28.1K 0.01% 581
2026
Q1 		$249K Buy
+763
New +$245K 0.02% 534
2025
Q3 		– Sell
-795
Closed -$230K – 565
2025
Q2 		$230K Sell
795
-122
-13% -$35.1K 0.02% 495
2025
Q1 		$277K Buy
+917
New +$255K 0.03% 416

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

Clear Creek Financial Management's CB Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Chubb (CB) stake by 11% in Q2 2026, selling an estimated $28.1K and leaving 677 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #581.

Clear Creek Financial Management first reported a position in CB in Q1 2025 and has held it in 4 quarters since. The position peaked at $277K in Q1 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Clear Creek Financial Management held 677 shares of Chubb worth $231K as of Q2 2026.
  • Clear Creek Financial Management sold 86 Chubb shares in Q2 2026, an estimated $28.1K.
  • Chubb made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #581 holding.
  • Clear Creek Financial Management first reported a position in Chubb in Q1 2025 and has held it in 4 quarters since.
  • Clear Creek Financial Management's Chubb position peaked at $277K in Q1 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.