Envestnet Portfolio Solutions’s Chubb CB Stock Holding History

Envestnet Portfolio Solutions’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	$3.57M	Sell	10,473 -90	-0.9%	-$29.4K	0.02%	394
2026 Q1	$3.44M	Sell	10,563 -2,718	-20%	-$872K	0.02%	352
2025 Q4	$4.15M	Sell	13,281 -43	-0.3%	-$12.6K	0.01%	396
2025 Q3	$3.76M	Sell	13,324 -1,249	-9%	-$344K	0.01%	410
2025 Q2	$4.22M	Sell	14,573 -1,186	-8%	-$341K	0.02%	399
2025 Q1	$4.76M	Sell	15,759 -5,441	-26%	-$1.51M	0.02%	374
2024 Q4	$5.86M	Buy	21,200 +2,714	+15%	+$771K	0.02%	360
2024 Q3	$5.33M	Buy	18,486 +1,428	+8%	+$391K	0.02%	377
2024 Q2	$4.35M	Sell	17,058 -763	-4%	-$196K	0.02%	402
2024 Q1	$4.62M	Sell	17,821 -1,313	-7%	-$323K	0.02%	394
2023 Q4	$4.32M	Buy	19,134 +909	+5%	+$199K	0.02%	367
2023 Q3	$3.79M	Buy	+18,225	New	+$3.68M	0.02%	378

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

Envestnet Portfolio Solutions's CB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Chubb (CB) stake by 0.85% in Q2 2026, selling an estimated $29.4K and leaving 10,473 shares worth $3.57M. The position accounts for 0.02% of the portfolio, ranked #394.

Envestnet Portfolio Solutions first reported a position in CB in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.86M in Q4 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Envestnet Portfolio Solutions held 10,473 shares of Chubb worth $3.57M as of Q2 2026.
Envestnet Portfolio Solutions sold 90 Chubb shares in Q2 2026, an estimated $29.4K.
Chubb made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #394 holding.
Envestnet Portfolio Solutions first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Chubb position peaked at $5.86M in Q4 2024.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.