Curio Wealth’s Chubb CB Stock Holding History

Curio 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	–	Sell	-39	Closed	-$12.7K	–	245
2026 Q1	$12.7K	Buy	39 +2	+5%	+$642	﹤0.01%	205
2025 Q4	$11.6K	Buy	+37	New	+$10.8K	﹤0.01%	234
2025 Q3	–	Sell	-37	Closed	-$10.7K	–	292
2025 Q2	$10.7K	Buy	37 +36	+3,600%	+$10.4K	﹤0.01%	201
2025 Q1	$10.2K	Buy	+1	New	+$278	0.01%	227

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

Curio Wealth's CB Position: Q2 2026 in Review

Curio Wealth sold out of Chubb (CB) in Q2 2026, closing a stake of 39 shares — an estimated $12.7K sold.

Curio Wealth first reported a position in CB in Q1 2025 and held it in 4 quarters. The position peaked at $12.7K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Curio Wealth reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 39 Chubb shares in Q2 2026, an estimated $12.7K.
Curio Wealth first reported a position in Chubb in Q1 2025 and held it in 4 quarters.
Curio Wealth's Chubb position peaked at $12.7K in Q1 2026.
2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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