FM
CB icon

Family Management’s Chubb CB Stock Holding History

Family 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 		$725K Sell
2,129
-299
-12% -$97.5K 0.07% 144
2026
Q1 		$791K Buy
2,428
+23
+1% +$7.38K 0.09% 120
2025
Q4 		$751K Buy
2,405
+980
+69% +$287K 0.09% 113
2025
Q3 		$402K Hold
1,425
– – 0.06% 138
2025
Q2 		$413K Buy
1,425
+14
+1% +$4.03K 0.06% 132
2025
Q1 		$426K Buy
1,411
+200
+17% +$55.6K 0.07% 125
2024
Q4 		$335K Sell
1,211
-202
-14% -$57.4K 0.05% 130
2024
Q3 		$407K Buy
1,413
+47
+3% +$12.9K 0.07% 123
2024
Q2 		$348K Sell
1,366
-117
-8% -$30K 0.06% 116
2024
Q1 		$384K Sell
1,483
-146
-9% -$35.9K 0.07% 114
2023
Q4 		$368K Hold
1,629
– – 0.08% 102
2023
Q3 		$339K Sell
1,629
-966
-37% -$195K 0.08% 96
2023
Q2 		$500K Buy
2,595
+1,311
+102% +$257K 0.11% 80
2023
Q1 		$249K Sell
1,284
-412
-24% -$86.6K 0.06% 105
2022
Q4 		$374K Buy
1,696
+123
+8% +$25.6K 0.09% 99
2022
Q3 		$286K Sell
1,573
-97
-6% -$18.4K 0.07% 104
2022
Q2 		$328K Buy
1,670
+64
+4% +$13.2K 0.09% 106
2022
Q1 		$344K Hold
1,606
– – 0.1% 120
2021
Q4 		$310K Hold
1,606
– – 0.08% 132
2021
Q3 		$279K Sell
1,606
-88
-5% -$15.4K 0.08% 134
2021
Q2 		$269K Buy
+1,694
New +$281K 0.07% 146
2020
Q1 		– Sell
-1,755
Closed -$273K – 163
2019
Q4 		$273K Buy
+1,755
New +$269K 0.09% 125

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

Family Management's CB Position: Q2 2026 in Review

Family Management reduced its Chubb (CB) stake by 12% in Q2 2026, selling an estimated $97.5K and leaving 2,129 shares worth $725K. The position accounts for 0.07% of the portfolio, ranked #144.

Family Management first reported a position in CB in Q4 2019 and has held it in 22 quarters since. The position peaked at $791K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Family Management held 2,129 shares of Chubb worth $725K as of Q2 2026.
  • Family Management sold 299 Chubb shares in Q2 2026, an estimated $97.5K.
  • Chubb made up 0.07% of Family Management's portfolio in Q2 2026, its #144 holding.
  • Family Management first reported a position in Chubb in Q4 2019 and has held it in 22 quarters since.
  • Family Management's Chubb position peaked at $791K in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.