Destination Wealth Management’s Chubb CB Stock Holding History

Destination Wealth Management’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	$834K	Buy	2,447 +127	+5%	+$41.4K	0.02%	175
2026 Q1	$756K	Buy	2,320 +1,607	+225%	+$516K	0.02%	167
2025 Q4	$223K	Buy	+713	New	+$208K	0.01%	275
2022 Q2	–	Sell	-1,318	Closed	-$282K	–	195
2022 Q1	$282K	Buy	+1,318	New	+$268K	0.01%	169
2019 Q3	–	Sell	-1,127	Closed	-$166K	–	194
2019 Q2	$166K	Hold	1,127	–	–	0.01%	145
2019 Q1	$158K	Hold	1,127	–	–	0.01%	154
2018 Q4	$146K	Hold	1,127	–	–	0.01%	156
2018 Q3	$151K	Hold	1,127	–	–	0.01%	177
2018 Q2	$143K	Buy	1,127 +1,054	+1,444%	+$140K	0.01%	157
2018 Q1	$2K	Buy	+73	New	+$10.6K	﹤0.01%	498
2017 Q1	–	Sell	-1,631	Closed	-$215K	–	160
2016 Q4	$215K	Buy	+1,631	New	+$208K	0.02%	159

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

Destination Wealth Management's CB Position: Q2 2026 in Review

Destination Wealth Management increased its Chubb (CB) stake by 5.5% in Q2 2026, buying an estimated $41.4K and bringing the position to 2,447 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #175.

Destination Wealth Management first reported a position in CB in Q4 2016 and has held it in 11 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Destination Wealth Management held 2,447 shares of Chubb worth $834K as of Q2 2026.
Destination Wealth Management bought 127 Chubb shares in Q2 2026, an estimated $41.4K.
Chubb made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #175 holding.
Destination Wealth Management first reported a position in Chubb in Q4 2016 and has held it in 11 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.