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Crestwood Advisors Group’s Chubb CB Stock Holding History

Crestwood Advisors 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 		$1.9M Buy
5,583
+742
+15% +$242K 0.03% 249
2026
Q1 		$1.58M Buy
4,841
+809
+20% +$260K 0.03% 248
2025
Q4 		$1.26M Buy
4,032
+1,153
+40% +$337K 0.02% 259
2025
Q3 		$813K Buy
2,879
+222
+8% +$61.1K 0.01% 306
2025
Q2 		$770K Buy
2,657
+262
+11% +$75.4K 0.01% 299
2025
Q1 		$723K Sell
2,395
-2,153
-47% -$598K 0.01% 301
2024
Q4 		$1.26M Buy
4,548
+2,643
+139% +$751K 0.02% 228
2024
Q3 		$549K Buy
1,905
+191
+11% +$52.4K 0.01% 284
2024
Q2 		$437K Buy
1,714
+115
+7% +$29.5K 0.01% 297
2024
Q1 		$414K Buy
1,599
+378
+31% +$92.9K 0.01% 306
2023
Q4 		$276K Buy
1,221
+59
+5% +$12.9K 0.01% 340
2023
Q3 		$242K Buy
+1,162
New +$235K 0.01% 322
2022
Q2 		– Sell
-1,077
Closed -$230K – 274
2022
Q1 		$230K Sell
1,077
-29
-3% -$5.89K 0.01% 258
2021
Q4 		$214K Buy
+1,106
New +$208K 0.01% 280
2019
Q4 		– Sell
-1,294
Closed -$209K – 258
2019
Q3 		$209K Buy
+1,294
New +$200K 0.01% 233
2017
Q2 		– Sell
-143
Closed -$20K – 198
2017
Q1 		$20K Buy
+143
New +$19.2K ﹤0.01% 376

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

Crestwood Advisors Group's CB Position: Q2 2026 in Review

Crestwood Advisors Group increased its Chubb (CB) stake by 15% in Q2 2026, buying an estimated $242K and bringing the position to 5,583 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #249.

Crestwood Advisors Group first reported a position in CB in Q1 2017 and has held it in 16 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Crestwood Advisors Group held 5,583 shares of Chubb worth $1.9M as of Q2 2026.
  • Crestwood Advisors Group bought 742 Chubb shares in Q2 2026, an estimated $242K.
  • Chubb made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #249 holding.
  • Crestwood Advisors Group first reported a position in Chubb in Q1 2017 and has held it in 16 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.