Clifford Group’s Chubb CB Stock Holding History

Clifford 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	$247K	Hold	725	–	–	0.17%	74
2026 Q1	$236K	Buy	725 +82	+13%	+$26.3K	0.18%	69
2025 Q4	$201K	Buy	+643	New	+$188K	0.16%	76

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 $3.37T AUM 44.26% 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

Clifford Group's CB Position: Q2 2026 in Review

Clifford Group held its Chubb (CB) position steady in Q2 2026 at 725 shares worth $247K. The position accounts for 0.17% of the portfolio, ranked #74.

Clifford Group first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Clifford Group held 725 shares of Chubb worth $247K as of Q2 2026.
Clifford Group left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.17% of Clifford Group's portfolio in Q2 2026, its #74 holding.
Clifford Group first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.