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Clearstead Trust’s Chubb CB Stock Holding History

Clearstead Trust’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 		$569K Buy
1,671
+34
+2% +$11.1K 0.07% 104
2026
Q1 		$534K Sell
1,637
-189
-10% -$60.6K 0.09% 103
2025
Q4 		$570K Sell
1,826
-19
-1% -$5.56K 0.09% 108
2025
Q3 		$521K Buy
1,845
+1
+0.1% +$275 0.09% 104
2025
Q2 		$534K Buy
1,844
+115
+7% +$33.1K 0.1% 101
2025
Q1 		$522K Sell
1,729
-51
-3% -$14.2K 0.12% 92
2024
Q4 		$492K Buy
1,780
+1,700
+2,125% +$483K 0.11% 90
2024
Q3 		$23.1K Hold
80
– – 0.01% 294
2024
Q2 		$20.4K Hold
80
– – 0.01% 312
2024
Q1 		$20.7K Hold
80
– – 0.01% 303
2023
Q4 		$18.1K Hold
80
– – ﹤0.01% 300
2023
Q3 		$16.7K Sell
80
-1,074
-93% -$217K 0.01% 292
2023
Q2 		$222K Buy
1,154
+602
+109% +$118K 0.07% 115
2023
Q1 		$107K Sell
552
-599
-52% -$126K 0.03% 179
2022
Q4 		$254K Buy
1,151
+602
+110% +$125K 0.08% 114
2022
Q3 		$100K Buy
+549
New +$104K 0.03% 179
2020
Q3 		– Sell
-800
Closed -$101K – 159
2020
Q2 		$101K Hold
800
– – 0.09% 101
2020
Q1 		$89K Hold
800
– – 0.08% 107
2019
Q4 		$125K Hold
800
– – 0.09% 109
2019
Q3 		$129K Hold
800
– – 0.1% 104
2019
Q2 		$118K Sell
800
-45
-5% -$6.5K 0.09% 109
2019
Q1 		$119K Hold
845
– – 0.1% 109
2018
Q4 		$109K Hold
845
– – 0.1% 114
2018
Q3 		$113K Buy
845
+45
+6% +$6.09K 0.09% 108
2018
Q2 		$102K Buy
+800
New +$106K 0.09% 113
2018
Q1 		– Sell
-800
Closed -$117K – 131
2017
Q4 		$117K Hold
800
– – 0.08% 128
2017
Q3 		$114K Hold
800
– – 0.08% 134
2017
Q2 		$116K Buy
+800
New +$113K 0.09% 120

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

Clearstead Trust's CB Position: Q2 2026 in Review

Clearstead Trust increased its Chubb (CB) stake by 2.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,671 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #104.

Clearstead Trust first reported a position in CB in Q2 2017 and has held it in 28 quarters since. The position peaked at $570K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Clearstead Trust held 1,671 shares of Chubb worth $569K as of Q2 2026.
  • Clearstead Trust bought 34 Chubb shares in Q2 2026, an estimated $11.1K.
  • Chubb made up 0.07% of Clearstead Trust's portfolio in Q2 2026, its #104 holding.
  • Clearstead Trust first reported a position in Chubb in Q2 2017 and has held it in 28 quarters since.
  • Clearstead Trust's Chubb position peaked at $570K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.