Empire Financial Management Company’s Chubb CB Stock Holding History

Empire Financial Management Company’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	$2.77M	Sell	8,136 -4,847	-37%	-$1.58M	1.1%	33
2026 Q1	$4.23M	Buy	12,983 +353	+3%	+$113K	0.96%	30
2025 Q4	$3.94M	Buy	12,630 +39	+0.3%	+$11.4K	0.86%	34
2025 Q3	$3.55M	Buy	12,591 +7,048	+127%	+$1.94M	0.81%	41
2025 Q2	$1.61M	Hold	5,543	–	–	0.46%	69
2025 Q1	$1.67M	Sell	5,543 -3,700	-40%	-$1.03M	0.52%	65
2024 Q4	$2.55M	Buy	9,243 +6,508	+238%	+$1.85M	0.8%	35
2024 Q3	$789K	Hold	2,735	–	–	0.24%	115
2024 Q2	$698K	Buy	2,735 +100	+4%	+$25.7K	0.23%	114
2024 Q1	$683K	Buy	2,635 +240	+10%	+$59K	0.23%	119
2023 Q4	$541K	Hold	2,395	–	–	0.21%	122
2023 Q3	$499K	Buy	2,395 +175	+8%	+$35.4K	0.22%	118
2023 Q2	$428K	Buy	2,220 +28	+1%	+$5.49K	0.17%	131
2023 Q1	$426K	Buy	+2,192	New	+$461K	0.17%	131

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Empire Financial Management Company's CB Position: Q2 2026 in Review

Empire Financial Management Company reduced its Chubb (CB) stake by 37% in Q2 2026, selling an estimated $1.58M and leaving 8,136 shares worth $2.77M. The position accounts for 1.1% of the portfolio, ranked #33.

Empire Financial Management Company first reported a position in CB in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.23M in Q1 2026. 2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Empire Financial Management Company held 8,136 shares of Chubb worth $2.77M as of Q2 2026.
Empire Financial Management Company sold 4,847 Chubb shares in Q2 2026, an estimated $1.58M.
Chubb made up 1.1% of Empire Financial Management Company's portfolio in Q2 2026, its #33 holding.
Empire Financial Management Company first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
Empire Financial Management Company's Chubb position peaked at $4.23M in Q1 2026.
2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.