CVFG LLC’s Chubb CB Stock Holding History

CVFG LLC’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	$7M	Sell	20,536 -1,941	-9%	-$633K	0.73%	41
2026 Q1	$7.33M	Buy	+22,477	New	+$7.21M	0.91%	27

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

CVFG LLC's CB Position: Q2 2026 in Review

CVFG LLC reduced its Chubb (CB) stake by 8.6% in Q2 2026, selling an estimated $633K and leaving 20,536 shares worth $7M. The position accounts for 0.73% of the portfolio, ranked #41.

CVFG LLC first reported a position in CB in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.33M in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

CVFG LLC held 20,536 shares of Chubb worth $7M as of Q2 2026.
CVFG LLC sold 1,941 Chubb shares in Q2 2026, an estimated $633K.
Chubb made up 0.73% of CVFG LLC's portfolio in Q2 2026, its #41 holding.
CVFG LLC first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
CVFG LLC's Chubb position peaked at $7.33M in Q1 2026.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.