DWP
CB icon

Daymark Wealth Partners’s Chubb CB Stock Holding History

Daymark 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 		$9.23M Buy
27,074
+3,744
+16% +$1.22M 0.23% 89
2026
Q1 		$7.6M Sell
23,330
-522
-2% -$167K 0.24% 80
2025
Q4 		$7.44M Buy
23,852
+450
+2% +$132K 0.24% 82
2025
Q3 		$6.61M Sell
23,402
-513
-2% -$141K 0.22% 90
2025
Q2 		$6.93M Buy
23,915
+282
+1% +$81.2K 0.26% 77
2025
Q1 		$7.14M Sell
23,633
-216
-0.9% -$60K 0.31% 71
2024
Q4 		$6.59M Sell
23,849
-1,207
-5% -$343K 0.28% 75
2024
Q3 		$7.23M Buy
25,056
+455
+2% +$125K 0.31% 72
2024
Q2 		$6.28M Buy
24,601
+3,228
+15% +$829K 0.29% 76
2024
Q1 		$5.54M Buy
21,373
+65
+0.3% +$16K 0.3% 81
2023
Q4 		$4.82M Buy
21,308
+711
+3% +$155K 0.3% 81
2023
Q3 		$4.29M Buy
20,597
+11,493
+126% +$2.32M 0.3% 77
2023
Q2 		$1.75M Buy
9,104
+1,699
+23% +$333K 0.13% 125
2023
Q1 		$1.44M Buy
7,405
+2,054
+38% +$432K 0.19% 100
2022
Q4 		$1.18M Buy
+5,351
New +$1.11M 0.21% 84

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

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

Daymark Wealth Partners increased its Chubb (CB) stake by 16% in Q2 2026, buying an estimated $1.22M and bringing the position to 27,074 shares worth $9.23M. The position accounts for 0.23% of the portfolio, ranked #89.

Daymark 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.

  • Daymark Wealth Partners held 27,074 shares of Chubb worth $9.23M as of Q2 2026.
  • Daymark Wealth Partners bought 3,744 Chubb shares in Q2 2026, an estimated $1.22M.
  • Chubb made up 0.23% of Daymark Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Daymark 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 Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.