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Dogwood Wealth Management’s Chubb CB Stock Holding History

Dogwood 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 		$16.4K Buy
48
+13
+37% +$4.24K 0.01% 284
2026
Q1 		$11.4K Buy
35
+13
+59% +$4.17K 0.01% 319
2025
Q4 		$6.89K Buy
22
+3
+16% +$877 ﹤0.01% 367
2025
Q3 		$5.38K Sell
19
-17
-47% -$4.68K ﹤0.01% 385
2025
Q2 		$10.1K Buy
36
+13
+57% +$3.74K ﹤0.01% 275
2025
Q1 		$6.96K Buy
+23
New +$6.39K ﹤0.01% 223

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

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

Dogwood Wealth Management increased its Chubb (CB) stake by 37% in Q2 2026, buying an estimated $4.24K and bringing the position to 48 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #284.

Dogwood Wealth Management first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Dogwood Wealth Management held 48 shares of Chubb worth $16.4K as of Q2 2026.
  • Dogwood Wealth Management bought 13 Chubb shares in Q2 2026, an estimated $4.24K.
  • Chubb made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Dogwood Wealth Management first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.