CrossGen Wealth’s Chubb CB Stock Holding History

CrossGen Wealth’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	$2.38M	Buy	6,992 +12	+0.2%	+$3.91K	1.85%	17
2026 Q1	$2.27M	Sell	6,980 -121	-2%	-$38.8K	2%	16
2025 Q4	$2.22M	Buy	+7,101	New	+$2.08M	1.95%	14

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CrossGen Wealth's CB Position: Q2 2026 in Review

CrossGen Wealth increased its Chubb (CB) stake by 0.17% in Q2 2026, buying an estimated $3.91K and bringing the position to 6,992 shares worth $2.38M. The position accounts for 1.85% of the portfolio, ranked #17.

CrossGen Wealth first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

CrossGen Wealth held 6,992 shares of Chubb worth $2.38M as of Q2 2026.
CrossGen Wealth bought 12 Chubb shares in Q2 2026, an estimated $3.91K.
Chubb made up 1.85% of CrossGen Wealth's portfolio in Q2 2026, its #17 holding.
CrossGen Wealth first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.