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Diversify Wealth Management’s Chubb CB Stock Holding History

Diversify 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 		$1.14M Buy
3,170
+333
+12% +$109K 0.02% 582
2026
Q1 		$924K Buy
+2,837
New +$910K 0.02% 617

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

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

Diversify Wealth Management increased its Chubb (CB) stake by 12% in Q2 2026, buying an estimated $109K and bringing the position to 3,170 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #582.

Diversify Wealth Management first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Diversify Wealth Management held 3,170 shares of Chubb worth $1.14M as of Q2 2026.
  • Diversify Wealth Management bought 333 Chubb shares in Q2 2026, an estimated $109K.
  • Chubb made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #582 holding.
  • Diversify Wealth Management first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.