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Cornerstone Wealth Group’s Chubb CB Stock Holding History

Cornerstone Wealth 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 		$410K Buy
1,204
+255
+27% +$83.2K 0.02% 274
2026
Q1 		$312K Buy
949
+166
+21% +$53.3K 0.02% 321
2025
Q4 		$244K Buy
+783
New +$229K 0.02% 328

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

Cornerstone Wealth Group's CB Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Chubb (CB) stake by 27% in Q2 2026, buying an estimated $83.2K and bringing the position to 1,204 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #274.

Cornerstone Wealth Group first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cornerstone Wealth Group held 1,204 shares of Chubb worth $410K as of Q2 2026.
  • Cornerstone Wealth Group bought 255 Chubb shares in Q2 2026, an estimated $83.2K.
  • Chubb made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #274 holding.
  • Cornerstone Wealth Group first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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