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Cornerstone Wealth Management’s Chubb CB Stock Holding History

Cornerstone 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 		$2.42M Buy
7,111
+15
+0.2% +$4.89K 0.1% 184
2026
Q1 		$2.31M Buy
7,096
+2,613
+58% +$838K 0.12% 170
2025
Q4 		$1.4M Buy
4,483
+296
+7% +$86.6K 0.07% 229
2025
Q3 		$1.18M Buy
4,187
+14
+0.3% +$3.85K 0.07% 245
2025
Q2 		$1.21M Buy
4,173
+10
+0.2% +$2.88K 0.07% 228
2025
Q1 		$1.26M Sell
4,163
-25
-0.6% -$6.95K 0.09% 202
2024
Q4 		$1.16M Buy
4,188
+184
+5% +$52.3K 0.08% 207
2024
Q3 		$1.15M Buy
4,004
+1,200
+43% +$329K 0.08% 195
2024
Q2 		$715K Buy
2,804
+150
+6% +$38.5K 0.06% 257
2024
Q1 		$688K Sell
2,654
-81
-3% -$19.9K 0.06% 264
2023
Q4 		$618K Sell
2,735
-3
-0.1% -$656 0.05% 277
2023
Q3 		$570K Buy
2,738
+140
+5% +$28.3K 0.05% 269
2023
Q2 		$500K Buy
2,598
+210
+9% +$41.1K 0.04% 306
2023
Q1 		$464K Buy
+2,388
New +$502K 0.05% 290
2022
Q3 		$426K Buy
+2,340
New +$444K 0.05% 288
2020
Q3 		– Sell
-1,682
Closed -$213K – 394
2020
Q2 		$213K Buy
+1,682
New +$195K 0.03% 345
2019
Q2 		– Sell
-272
Closed -$201K – 384
2019
Q1 		$201K Buy
+272
New +$36.2K 0.02% 483
2017
Q2 		– Sell
-2,365
Closed -$325K – 385
2017
Q1 		$325K Sell
2,365
-1,598
-40% -$215K 0.08% 242
2016
Q4 		$522K Sell
3,963
-76
-2% -$9.69K 0.17% 125
2016
Q3 		$497K Buy
+4,039
New +$512K 0.18% 115

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 Management's CB Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Chubb (CB) stake by 0.21% in Q2 2026, buying an estimated $4.89K and bringing the position to 7,111 shares worth $2.42M. The position accounts for 0.1% of the portfolio, ranked #184.

Cornerstone Wealth Management first reported a position in CB in Q3 2016 and has held it in 20 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cornerstone Wealth Management held 7,111 shares of Chubb worth $2.42M as of Q2 2026.
  • Cornerstone Wealth Management bought 15 Chubb shares in Q2 2026, an estimated $4.89K.
  • Chubb made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Cornerstone Wealth Management first reported a position in Chubb in Q3 2016 and has held it in 20 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.