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Downshift Financial’s Chubb CB Stock Holding History

Downshift Financial’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 		$25.9K Buy
+76
New +$24.8K 0.01% 210

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

Downshift Financial's CB Position: Q2 2026 in Review

Downshift Financial opened a new position in Chubb (CB) in Q2 2026: 76 shares worth $25.9K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Downshift Financial held 76 shares of Chubb worth $25.9K as of Q2 2026.
  • Chubb was a new Downshift Financial position in Q2 2026.
  • Chubb made up 0.01% of Downshift Financial's portfolio in Q2 2026, its #210 holding.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.