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Essential Partners’s Chubb CB Stock Holding History

Essential 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 		$1.09M Sell
3,190
-154
-5% -$50.2K 0.5% 29
2026
Q1 		$1.09M Sell
3,344
-776
-19% -$249K 0.37% 65
2025
Q4 		$1.29M Buy
4,120
+2,113
+105% +$618K 0.4% 58
2025
Q3 		$566K Buy
2,007
+868
+76% +$239K 0.19% 151
2025
Q2 		$330K Buy
+1,139
New +$328K 0.13% 218

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

Essential Partners's CB Position: Q2 2026 in Review

Essential Partners reduced its Chubb (CB) stake by 4.6% in Q2 2026, selling an estimated $50.2K and leaving 3,190 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #29.

Essential Partners first reported a position in CB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q4 2025. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Essential Partners held 3,190 shares of Chubb worth $1.09M as of Q2 2026.
  • Essential Partners sold 154 Chubb shares in Q2 2026, an estimated $50.2K.
  • Chubb made up 0.5% of Essential Partners's portfolio in Q2 2026, its #29 holding.
  • Essential Partners first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Chubb position peaked at $1.29M in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.