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Excalibur Management’s Chubb CB Stock Holding History

Excalibur Management’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 		$328K Buy
963
+29
+3% +$9.46K 0.11% 133
2026
Q1 		$304K Buy
934
+26
+3% +$8.34K 0.11% 134
2025
Q4 		$283K Buy
908
+21
+2% +$6.14K 0.1% 139
2025
Q3 		$250K Buy
887
+21
+2% +$5.78K 0.09% 148
2025
Q2 		$251K Buy
866
+3
+0.3% +$863 0.09% 147
2025
Q1 		$261K Buy
863
+6
+0.7% +$1.67K 0.1% 140
2024
Q4 		$237K Buy
857
+2
+0.2% +$568 0.09% 150
2024
Q3 		$247K Sell
855
-184
-18% -$50.4K 0.09% 151
2024
Q2 		$265K Sell
1,039
-5
-0.5% -$1.28K 0.11% 138
2024
Q1 		$271K Hold
1,044
– – 0.11% 135
2023
Q4 		$236K Buy
1,044
+28
+3% +$6.12K 0.11% 144
2023
Q3 		$212K Buy
+1,016
New +$205K 0.11% 140
2023
Q2 		– Sell
-1,036
Closed -$201K – 157
2023
Q1 		$201K Hold
1,036
– – 0.1% 147
2022
Q4 		$229K Buy
+1,036
New +$216K 0.12% 138
2022
Q3 		– Sell
-1,069
Closed -$210K – 150
2022
Q2 		$210K Sell
1,069
-175
-14% -$36K 0.11% 140
2022
Q1 		$266K Sell
1,244
-93
-7% -$18.9K 0.12% 139
2021
Q4 		$258K Sell
1,337
-20
-1% -$3.76K 0.1% 141
2021
Q3 		$235K Hold
1,357
– – 0.1% 145
2021
Q2 		$216K Buy
1,357
+34
+3% +$5.63K 0.1% 150
2021
Q1 		$209K Sell
1,323
-297
-18% -$47.9K 0.1% 144
2020
Q4 		$249K Buy
+1,620
New +$227K 0.13% 124

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

Excalibur Management's CB Position: Q2 2026 in Review

Excalibur Management increased its Chubb (CB) stake by 3.1% in Q2 2026, buying an estimated $9.46K and bringing the position to 963 shares worth $328K. The position accounts for 0.11% of the portfolio, ranked #133.

Excalibur Management first reported a position in CB in Q4 2020 and has held it in 21 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Excalibur Management held 963 shares of Chubb worth $328K as of Q2 2026.
  • Excalibur Management bought 29 Chubb shares in Q2 2026, an estimated $9.46K.
  • Chubb made up 0.11% of Excalibur Management's portfolio in Q2 2026, its #133 holding.
  • Excalibur Management first reported a position in Chubb in Q4 2020 and has held it in 21 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.