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Edgestream Partners’s Chubb CB Stock Holding History

Edgestream Partners’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 		$553K Buy
1,623
+530
+48% +$173K 0.02% 776
2026
Q1 		$356K Sell
1,093
-2,269
-67% -$728K 0.01% 783
2025
Q4 		$1.05M Sell
3,362
-5,527
-62% -$1.62M 0.03% 685
2025
Q3 		$2.51M Buy
+8,889
New +$2.45M 0.07% 464
2025
Q1 		– Sell
-1,088
Closed -$301K – 858
2024
Q4 		$301K Buy
+1,088
New +$309K 0.01% 758
2024
Q2 		– Sell
-3,797
Closed -$984K – 863
2024
Q1 		$984K Buy
+3,797
New +$934K 0.05% 504
2023
Q4 		– Sell
-2,075
Closed -$432K – 850
2023
Q3 		$432K Buy
+2,075
New +$419K 0.03% 625
2023
Q2 		– Sell
-9,600
Closed -$1.86M – 730
2023
Q1 		$1.86M Buy
9,600
+7,662
+395% +$1.61M 0.21% 162
2022
Q4 		$428K Sell
1,938
-4,817
-71% -$1M 0.05% 386
2022
Q3 		$1.23M Buy
+6,755
New +$1.28M 0.1% 249
2021
Q4 		– Sell
-2,099
Closed -$364K – 487
2021
Q3 		$364K Buy
+2,099
New +$368K 0.02% 414
2021
Q2 		– Sell
-12,666
Closed -$2M – 445
2021
Q1 		$2M Buy
12,666
+10,783
+573% +$1.74M 0.11% 239
2020
Q4 		$290K Sell
1,883
-27,871
-94% -$3.91M 0.01% 340
2020
Q3 		$3.46M Sell
29,754
-34,698
-54% -$4.36M 0.22% 147
2020
Q2 		$8.16M Buy
64,452
+4,303
+7% +$499K 0.43% 65
2020
Q1 		$6.72M Buy
60,149
+141
+0.2% +$20.2K 0.62% 47
2019
Q4 		$9.34M Buy
60,008
+36,201
+152% +$5.54M 0.49% 61
2019
Q3 		$3.84M Buy
+23,807
New +$3.68M 0.37% 94
2017
Q3 		– Sell
-4,478
Closed -$651K – 122
2017
Q2 		$651K Sell
4,478
-338
-7% -$47.6K 0.25% 66
2017
Q1 		$656K Buy
4,816
+1,694
+54% +$228K 0.29% 77
2016
Q4 		$412K Buy
3,122
+1,527
+96% +$195K 0.86% 41
2016
Q3 		$200K Buy
+1,595
New +$202K 0.11% 127

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

Edgestream Partners's CB Position: Q2 2026 in Review

Edgestream Partners increased its Chubb (CB) stake by 48% in Q2 2026, buying an estimated $173K and bringing the position to 1,623 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #776.

Edgestream Partners first reported a position in CB in Q3 2016 and has held it in 22 quarters since. The position peaked at $9.34M in Q4 2019. 2,156 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Edgestream Partners held 1,623 shares of Chubb worth $553K as of Q2 2026.
  • Edgestream Partners bought 530 Chubb shares in Q2 2026, an estimated $173K.
  • Chubb made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #776 holding.
  • Edgestream Partners first reported a position in Chubb in Q3 2016 and has held it in 22 quarters since.
  • Edgestream Partners's Chubb position peaked at $9.34M in Q4 2019.
  • 2,156 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.