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Equitable Trust’s Chubb CB Stock Holding History

Equitable Trust’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 		$2.96M Buy
8,693
+28
+0.3% +$9.13K 0.12% 132
2026
Q1 		$2.82M Sell
8,665
-1,046
-11% -$336K 0.13% 132
2025
Q4 		$3.03M Sell
9,711
-182
-2% -$53.2K 0.14% 126
2025
Q3 		$2.79M Buy
9,893
+179
+2% +$49.3K 0.13% 132
2025
Q2 		$2.81M Buy
9,714
+2,304
+31% +$663K 0.14% 131
2025
Q1 		$2.24M Buy
7,410
+6,286
+559% +$1.75M 0.12% 146
2024
Q4 		$311K Buy
1,124
+126
+13% +$35.8K 0.02% 407
2024
Q3 		$288K Buy
998
+42
+4% +$11.5K 0.02% 396
2024
Q2 		$244K Sell
956
-2,030
-68% -$521K 0.02% 410
2024
Q1 		$774K Buy
2,986
+41
+1% +$10.1K 0.05% 236
2023
Q4 		$666K Buy
2,945
+1,749
+146% +$382K 0.05% 230
2023
Q3 		$249K Buy
+1,196
New +$242K 0.02% 369
2020
Q2 		– Sell
-40,621
Closed -$4.54M – 317
2020
Q1 		$4.54M Buy
40,621
+3,530
+10% +$506K 0.5% 59
2019
Q4 		$5.77M Sell
37,091
-473
-1% -$72.4K 0.56% 53
2019
Q3 		$6.06M Buy
37,564
+93
+0.2% +$14.4K 0.64% 42
2019
Q2 		$5.52M Buy
37,471
+1,184
+3% +$171K 0.59% 48
2019
Q1 		$5.08M Sell
36,287
-590
-2% -$78.5K 0.59% 52
2018
Q4 		$4.76M Sell
36,877
-1,221
-3% -$158K 0.63% 48
2018
Q3 		$5.09M Sell
38,098
-269
-0.7% -$36.4K 0.59% 49
2018
Q2 		$4.87M Buy
+38,367
New +$5.1M 0.62% 52

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

Equitable Trust's CB Position: Q2 2026 in Review

Equitable Trust increased its Chubb (CB) stake by 0.32% in Q2 2026, buying an estimated $9.13K and bringing the position to 8,693 shares worth $2.96M. The position accounts for 0.12% of the portfolio, ranked #132.

Equitable Trust first reported a position in CB in Q2 2018 and has held it in 20 quarters since. The position peaked at $6.06M in Q3 2019. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Equitable Trust held 8,693 shares of Chubb worth $2.96M as of Q2 2026.
  • Equitable Trust bought 28 Chubb shares in Q2 2026, an estimated $9.13K.
  • Chubb made up 0.12% of Equitable Trust's portfolio in Q2 2026, its #132 holding.
  • Equitable Trust first reported a position in Chubb in Q2 2018 and has held it in 20 quarters since.
  • Equitable Trust's Chubb position peaked at $6.06M in Q3 2019.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.