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Drive Wealth Management’s Chubb CB Stock Holding History

Drive 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 		$1.08M Buy
3,148
+724
+30% +$236K 0.19% 93
2026
Q1 		$792K Buy
2,424
+27
+1% +$8.66K 0.17% 113
2025
Q4 		$751K Buy
2,397
+1,056
+79% +$309K 0.15% 117
2025
Q3 		$380K Sell
1,341
-9
-0.7% -$2.48K 0.08% 201
2025
Q2 		$392K Buy
1,350
+59
+5% +$17K 0.09% 189
2025
Q1 		$391K Sell
1,291
-26
-2% -$7.22K 0.09% 169
2024
Q4 		$365K Buy
1,317
+79
+6% +$22.4K 0.09% 180
2024
Q3 		$358K Buy
1,238
+55
+5% +$15.1K 0.09% 179
2024
Q2 		$303K Buy
1,183
+41
+4% +$10.5K 0.08% 193
2024
Q1 		$297K Buy
1,142
+1
+0.1% +$246 0.08% 203
2023
Q4 		$259K Buy
1,141
+54
+5% +$11.8K 0.08% 219
2023
Q3 		$227K Buy
+1,087
New +$220K 0.08% 221

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

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

Drive Wealth Management increased its Chubb (CB) stake by 30% in Q2 2026, buying an estimated $236K and bringing the position to 3,148 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #93.

Drive Wealth Management first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Drive Wealth Management held 3,148 shares of Chubb worth $1.08M as of Q2 2026.
  • Drive Wealth Management bought 724 Chubb shares in Q2 2026, an estimated $236K.
  • Chubb made up 0.19% of Drive Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Drive Wealth Management first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.