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Copia Wealth Management’s Chubb CB Stock Holding History

Copia 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 		$17K Buy
50
+5
+11% +$1.63K 0.01% 290
2026
Q1 		$14.7K Hold
45
– – 0.01% 293
2025
Q4 		$14K Hold
45
– – 0.01% 296
2025
Q3 		$12.7K Hold
45
– – 0.01% 297
2025
Q2 		$13K Hold
45
– – 0.01% 270
2025
Q1 		$13.6K Hold
45
– – 0.01% 250
2024
Q4 		$12.4K Buy
+45
New +$12.8K 0.01% 242

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

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

Copia Wealth Management increased its Chubb (CB) stake by 11% in Q2 2026, buying an estimated $1.63K and bringing the position to 50 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #290.

Copia Wealth Management first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Copia Wealth Management held 50 shares of Chubb worth $17K as of Q2 2026.
  • Copia Wealth Management bought 5 Chubb shares in Q2 2026, an estimated $1.63K.
  • Chubb made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Copia Wealth Management first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.