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Facet Wealth Inc’s Chubb CB Stock Holding History

Facet Wealth Inc’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 		$792K Buy
2,325
+1,156
+99% +$377K 0.01% 148
2026
Q1 		$381K Buy
1,169
+63
+6% +$20.2K 0.01% 210
2025
Q4 		$336K Buy
1,106
+262
+31% +$76.6K 0.01% 207
2025
Q3 		$238K Buy
844
+87
+11% +$23.9K ﹤0.01% 194
2025
Q2 		$201K Buy
+757
New +$218K ﹤0.01% 173

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

Facet Wealth Inc's CB Position: Q2 2026 in Review

Facet Wealth Inc increased its Chubb (CB) stake by 99% in Q2 2026, buying an estimated $377K and bringing the position to 2,325 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #148.

Facet Wealth Inc first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Facet Wealth Inc held 2,325 shares of Chubb worth $792K as of Q2 2026.
  • Facet Wealth Inc bought 1,156 Chubb shares in Q2 2026, an estimated $377K.
  • Chubb made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #148 holding.
  • Facet Wealth Inc first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.