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Cyndeo Wealth Partners’s Chubb CB Stock Holding History

Cyndeo Wealth Partners’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 		$12.6M Buy
36,922
+7,964
+28% +$2.6M 0.59% 45
2026
Q1 		$9.44M Buy
28,958
+3,935
+16% +$1.26M 0.5% 63
2025
Q4 		$7.81M Buy
25,023
+655
+3% +$192K 0.42% 68
2025
Q3 		$6.88M Sell
24,368
-2,375
-9% -$654K 0.38% 76
2025
Q2 		$7.75M Buy
26,743
+403
+2% +$116K 0.46% 65
2025
Q1 		$7.95M Buy
26,340
+7,205
+38% +$2M 0.52% 58
2024
Q4 		$5.29M Buy
19,135
+237
+1% +$67.3K 0.36% 83
2024
Q3 		$5.45M Sell
18,898
-12,546
-40% -$3.44M 0.38% 83
2024
Q2 		$8.02M Buy
31,444
+405
+1% +$104K 0.63% 37
2024
Q1 		$8.04M Buy
31,039
+803
+3% +$197K 0.67% 34
2023
Q4 		$6.83M Sell
30,236
-2,216
-7% -$485K 0.63% 41
2023
Q3 		$6.76M Buy
32,452
+14,138
+77% +$2.86M 0.7% 38
2023
Q2 		$3.53M Buy
18,314
+15,512
+554% +$3.04M 0.37% 93
2023
Q1 		$544K Buy
2,802
+27
+1% +$5.67K 0.06% 213
2022
Q4 		$612K Buy
+2,775
New +$577K 0.07% 197

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

Cyndeo Wealth Partners's CB Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Chubb (CB) stake by 28% in Q2 2026, buying an estimated $2.6M and bringing the position to 36,922 shares worth $12.6M. The position accounts for 0.59% of the portfolio, ranked #45.

Cyndeo Wealth Partners first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cyndeo Wealth Partners held 36,922 shares of Chubb worth $12.6M as of Q2 2026.
  • Cyndeo Wealth Partners bought 7,964 Chubb shares in Q2 2026, an estimated $2.6M.
  • Chubb made up 0.59% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Cyndeo Wealth Partners first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.