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FAS Wealth Partners’s Chubb CB Stock Holding History

FAS Wealth 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 		$389K Buy
1,143
+1
+0.1% +$326 0.02% 270
2026
Q1 		$372K Buy
1,142
+16
+1% +$5.13K 0.02% 263
2025
Q4 		$352K Buy
+1,126
New +$329K 0.02% 270

Other funds holding CB

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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

FAS Wealth Partners's CB Position: Q2 2026 in Review

FAS Wealth Partners increased its Chubb (CB) stake by 0.09% in Q2 2026, buying an estimated $326 and bringing the position to 1,143 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #270.

FAS Wealth Partners first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • FAS Wealth Partners held 1,143 shares of Chubb worth $389K as of Q2 2026.
  • FAS Wealth Partners bought 1 Chubb share in Q2 2026, an estimated $326.
  • Chubb made up 0.02% of FAS Wealth Partners's portfolio in Q2 2026, its #270 holding.
  • FAS Wealth Partners first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.