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Coston McIsaac & Partners’s Chubb CB Stock Holding History

Coston McIsaac & Partners’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 		$10K Hold
30
– – ﹤0.01% 581
2026
Q1 		$9K Hold
30
– – ﹤0.01% 586
2025
Q4 		$9K Hold
30
– – ﹤0.01% 588
2025
Q3 		$8K Hold
30
– – ﹤0.01% 573
2025
Q2 		$8K Hold
30
– – ﹤0.01% 554
2025
Q1 		$9K Buy
+30
New +$8.34K ﹤0.01% 510

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

Coston McIsaac & Partners's CB Position: Q2 2026 in Review

Coston McIsaac & Partners held its Chubb (CB) position steady in Q2 2026 at 30 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Coston McIsaac & Partners first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Coston McIsaac & Partners held 30 shares of Chubb worth $10K as of Q2 2026.
  • Coston McIsaac & Partners left its Chubb share count unchanged in Q2 2026.
  • Chubb made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #581 holding.
  • Coston McIsaac & Partners first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.