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Fiduciary Family Office’s Chubb CB Stock Holding History

Fiduciary Family Office’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 		$577K Buy
1,693
+516
+44% +$168K 0.14% 108
2026
Q1 		$384K Buy
1,177
+177
+18% +$56.8K 0.11% 129
2025
Q4 		$312K Buy
1,000
+25
+3% +$7.31K 0.09% 138
2025
Q3 		$275K Sell
975
-200
-17% -$55K 0.08% 161
2025
Q2 		$340K Buy
1,175
+375
+47% +$108K 0.11% 142
2025
Q1 		$242K Buy
+800
New +$222K 0.08% 168
2024
Q4 		– Sell
-894
Closed -$258K – 107
2024
Q3 		$258K Sell
894
-34
-4% -$9.32K 0.09% 179
2024
Q2 		$237K Sell
928
-230
-20% -$59.1K 0.09% 180
2024
Q1 		$300K Buy
+1,158
New +$285K 0.12% 165

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

Fiduciary Family Office's CB Position: Q2 2026 in Review

Fiduciary Family Office increased its Chubb (CB) stake by 44% in Q2 2026, buying an estimated $168K and bringing the position to 1,693 shares worth $577K. The position accounts for 0.14% of the portfolio, ranked #108.

Fiduciary Family Office first reported a position in CB in Q1 2024 and has held it in 9 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fiduciary Family Office held 1,693 shares of Chubb worth $577K as of Q2 2026.
  • Fiduciary Family Office bought 516 Chubb shares in Q2 2026, an estimated $168K.
  • Chubb made up 0.14% of Fiduciary Family Office's portfolio in Q2 2026, its #108 holding.
  • Fiduciary Family Office first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.