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Concord Wealth Partners’s Chubb CB Stock Holding History

Concord 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 		$2.94M Buy
8,627
+288
+3% +$93.9K 0.34% 73
2026
Q1 		$2.72M Buy
8,339
+198
+2% +$63.5K 0.35% 75
2025
Q4 		$2.54M Buy
8,141
+300
+4% +$87.7K 0.33% 71
2025
Q3 		$2.21M Sell
7,841
-108
-1% -$29.7K 0.31% 77
2025
Q2 		$2.3M Sell
7,949
-1,091
-12% -$314K 0.34% 74
2025
Q1 		$2.73M Buy
9,040
+88
+1% +$24.5K 0.45% 58
2024
Q4 		$2.47M Buy
8,952
+2,276
+34% +$646K 0.41% 59
2024
Q3 		$1.93M Buy
6,676
+1,775
+36% +$487K 0.32% 69
2024
Q2 		$1.25M Buy
4,901
+935
+24% +$240K 0.22% 90
2024
Q1 		$1.03M Buy
3,966
+1,684
+74% +$414K 0.18% 98
2023
Q4 		$516K Buy
2,282
+1,997
+701% +$437K 0.1% 125
2023
Q3 		$59.3K Sell
285
-20
-7% -$4.04K 0.01% 359
2023
Q2 		$58.7K Buy
305
+92
+43% +$18K 0.01% 340
2023
Q1 		$41.4K Sell
213
-61
-22% -$12.8K 0.01% 373
2022
Q4 		$60.5K Buy
+274
New +$57K 0.02% 336
2022
Q3 		– Sell
-881
Closed -$173K – 301
2022
Q2 		$173K Sell
881
-128
-13% -$26.4K 0.05% 175
2022
Q1 		$216K Buy
1,009
+47
+5% +$9.55K 0.06% 168
2021
Q4 		$186K Buy
962
+698
+264% +$131K 0.05% 200
2021
Q3 		$46K Sell
264
-520
-66% -$91.2K 0.02% 231
2021
Q2 		$125K Buy
784
+242
+45% +$40.1K 0.04% 203
2021
Q1 		$86K Buy
542
+537
+10,740% +$86.5K 0.03% 238
2020
Q4 		$1K Buy
+5
New +$701 ﹤0.01% 602

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

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

Concord Wealth Partners increased its Chubb (CB) stake by 3.5% in Q2 2026, buying an estimated $93.9K and bringing the position to 8,627 shares worth $2.94M. The position accounts for 0.34% of the portfolio, ranked #73.

Concord Wealth Partners first reported a position in CB in Q4 2020 and has held it in 22 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Concord Wealth Partners held 8,627 shares of Chubb worth $2.94M as of Q2 2026.
  • Concord Wealth Partners bought 288 Chubb shares in Q2 2026, an estimated $93.9K.
  • Chubb made up 0.34% of Concord Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Concord Wealth Partners first reported a position in Chubb in Q4 2020 and has held it in 22 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.