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Covestor’s Chubb CB Stock Holding History

Covestor’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 		$32K Sell
94
-74
-44% -$24.1K 0.02% 988
2026
Q1 		$55K Sell
168
-363
-68% -$116K 0.04% 643
2025
Q4 		$166K Buy
531
+352
+197% +$103K 0.09% 291
2025
Q3 		$51K Buy
179
+37
+26% +$10.2K 0.03% 899
2025
Q2 		$41K Hold
142
– – 0.02% 968
2025
Q1 		$43K Buy
142
+4
+3% +$1.11K 0.03% 900
2024
Q4 		$38K Buy
138
+22
+19% +$6.25K 0.02% 951
2024
Q3 		$33K Buy
116
+5
+5% +$1.37K 0.02% 1025
2024
Q2 		$28K Sell
111
-3
-3% -$770 0.02% 1070
2024
Q1 		$30K Buy
114
+2
+2% +$492 0.02% 1063
2023
Q4 		$25K Sell
112
-25
-18% -$5.47K 0.02% 1104
2023
Q3 		$29K Hold
137
– – 0.02% 989
2023
Q2 		$26K Sell
137
-2
-1% -$392 0.02% 1024
2023
Q1 		$27K Sell
139
-9
-6% -$1.89K 0.02% 909
2022
Q4 		$33K Sell
148
-290
-66% -$60.3K 0.03% 880
2022
Q3 		$80K Buy
438
+394
+895% +$74.8K 0.07% 469
2022
Q2 		$9K Hold
44
– – 0.01% 1243
2022
Q1 		$9K Buy
44
+10
+29% +$2.03K 0.01% 1339
2021
Q4 		$7K Buy
+34
New +$6.39K 0.01% 1139

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

Covestor's CB Position: Q2 2026 in Review

Covestor reduced its Chubb (CB) stake by 44% in Q2 2026, selling an estimated $24.1K and leaving 94 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #988.

Covestor first reported a position in CB in Q4 2021 and has held it in 19 quarters since. The position peaked at $166K in Q4 2025. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Covestor held 94 shares of Chubb worth $32K as of Q2 2026.
  • Covestor sold 74 Chubb shares in Q2 2026, an estimated $24.1K.
  • Chubb made up 0.02% of Covestor's portfolio in Q2 2026, its #988 holding.
  • Covestor first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Chubb position peaked at $166K in Q4 2025.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.