Corient Private Wealth
CB icon

Corient Private Wealth’s Chubb CB Stock Holding History

Corient Private Wealth’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 		$220M Sell
646,685
-38,782
-6% -$12.6M 0.31% 59
2026
Q1 		$221M Buy
685,467
+94,468
+16% +$30.3M 0.32% 64
2025
Q4 		$184M Buy
590,999
+186,481
+46% +$54.5M 0.25% 86
2025
Q3 		$114M Sell
404,518
-180,188
-31% -$49.6M 0.18% 121
2025
Q2 		$169M Buy
584,706
+3,616
+0.6% +$1.04M 0.23% 85
2025
Q1 		$175M Sell
581,090
-21,970
-4% -$6.1M 0.29% 71
2024
Q4 		$166M Sell
603,060
-6,942
-1% -$1.97M 0.28% 79
2024
Q3 		$176M Buy
610,002
+8,299
+1% +$2.28M 0.27% 81
2024
Q2 		$153M Buy
601,703
+8,060
+1% +$2.07M 0.27% 79
2024
Q1 		$154M Sell
593,643
-931
-0.2% -$229K 0.27% 84
2023
Q4 		$134M Buy
594,574
+61,129
+11% +$13.4M 0.25% 94
2023
Q3 		$111M Sell
533,445
-50,193
-9% -$10.1M 0.26% 96
2023
Q2 		$112M Buy
583,638
+84,701
+17% +$16.6M 0.26% 96
2023
Q1 		$96.9M Buy
498,937
+127,918
+34% +$26.9M 0.26% 104
2022
Q4 		$81.8M Buy
+371,019
New +$77.2M 0.3% 86

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

Corient Private Wealth's CB Position: Q2 2026 in Review

Corient Private Wealth reduced its Chubb (CB) stake by 5.7% in Q2 2026, selling an estimated $12.6M and leaving 646,685 shares worth $220M. The position accounts for 0.31% of the portfolio, ranked #59.

Corient Private Wealth first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $221M in Q1 2026. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Corient Private Wealth held 646,685 shares of Chubb worth $220M as of Q2 2026.
  • Corient Private Wealth sold 38,782 Chubb shares in Q2 2026, an estimated $12.6M.
  • Chubb made up 0.31% of Corient Private Wealth's portfolio in Q2 2026, its #59 holding.
  • Corient Private Wealth first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Chubb position peaked at $221M in Q1 2026.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.