Empowered Funds’s Chubb CB Stock Holding History

Empowered Funds’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
2023 Q1	–	Sell	-1,205	Closed	-$266K	–	543
2022 Q4	$266K	Buy	+1,205	New	+$251K	0.02%	406

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

Empowered Funds's CB Position: Q2 2026 in Review

Empowered Funds reduced its Chubb (CB) stake by 2.5% in Q2 2026, selling an estimated $238K and leaving 28,891 shares worth $9.84M. The position accounts for 0.05% of the portfolio, ranked #419.

Empowered Funds first reported a position in CB in Q1 2023 and has held it in 14 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Empowered Funds held 28,891 shares of Chubb worth $9.84M as of Q2 2026.
Empowered Funds sold 731 Chubb shares in Q2 2026, an estimated $238K.
Chubb made up 0.05% of Empowered Funds's portfolio in Q2 2026, its #419 holding.
Empowered Funds first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.