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Cresset Asset Management’s Chubb CB Stock Holding History

Cresset Asset 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 		$68.1K Hold
200
– – ﹤0.01% 1689
2026
Q1 		$338 Hold
200
– – ﹤0.01% 1651
2025
Q4 		$62.4K Hold
200
– – ﹤0.01% 1602
2025
Q3 		$56.5K Buy
+200
New +$55K ﹤0.01% 1522

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 $3.38T AUM 44.17% 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

Cresset Asset Management's CB Position: Q2 2026 in Review

Cresset Asset Management increased its Chubb (CB) stake by 1.7% in Q2 2026, buying an estimated $308K and bringing the position to 58,170 shares worth $19.8M. The position accounts for 0.07% of the portfolio, ranked #165.

Cresset Asset Management first reported a position in CB in Q4 2018 and has held it in 31 quarters since. The position peaked at $29.3M in Q3 2024. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cresset Asset Management held 58,170 shares of Chubb worth $19.8M as of Q2 2026.
  • Cresset Asset Management bought 945 Chubb shares in Q2 2026, an estimated $308K.
  • Chubb made up 0.07% of Cresset Asset Management's portfolio in Q2 2026, its #165 holding.
  • Cresset Asset Management first reported a position in Chubb in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Chubb position peaked at $29.3M in Q3 2024.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.