Connecticut Wealth Management’s Chubb CB Stock Holding History

Connecticut Wealth 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	$804K	Sell	2,360 -863	-27%	-$281K	0.03%	190
2026 Q1	$1.05M	Sell	3,223 -411	-11%	-$132K	0.04%	151
2025 Q4	$1.13M	Hold	3,634	–	–	0.05%	147
2025 Q3	$1.03M	Buy	3,634 +48	+1%	+$13.2K	0.05%	155
2025 Q2	$1.04M	Sell	3,586 -10	-0.3%	-$2.88K	0.05%	146
2025 Q1	$1.09M	Sell	3,596 -49	-1%	-$13.6K	0.06%	142
2024 Q4	$1.01M	Buy	3,645 +103	+3%	+$29.2K	0.05%	131
2024 Q3	$1.02M	Hold	3,542	–	–	0.05%	153
2024 Q2	$903K	Buy	3,542 +42	+1%	+$10.8K	0.05%	160
2024 Q1	$907K	Sell	3,500 -58	-2%	-$14.3K	0.05%	160
2023 Q4	$804K	Sell	3,558 -222	-6%	-$48.5K	0.05%	165
2023 Q3	$787K	Buy	3,780 +580	+18%	+$117K	0.05%	130
2023 Q2	$616K	Buy	3,200 +279	+10%	+$54.7K	0.04%	134
2023 Q1	$567K	Buy	+2,921	New	+$614K	0.04%	134

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 $3.38T AUM 44.17% 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

Connecticut Wealth Management's CB Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Chubb (CB) stake by 27% in Q2 2026, selling an estimated $281K and leaving 2,360 shares worth $804K. The position accounts for 0.03% of the portfolio, ranked #190.

Connecticut Wealth Management first reported a position in CB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Connecticut Wealth Management held 2,360 shares of Chubb worth $804K as of Q2 2026.
Connecticut Wealth Management sold 863 Chubb shares in Q2 2026, an estimated $281K.
Chubb made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #190 holding.
Connecticut Wealth Management first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
Connecticut Wealth Management's Chubb position peaked at $1.13M in Q4 2025.
2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.