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Financial Consulate’s Chubb CB Stock Holding History

Financial Consulate’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 		$34.4K Buy
101
+16
+19% +$5.22K ﹤0.01% 407
2026
Q1 		$27.7K Buy
85
+12
+16% +$3.85K ﹤0.01% 429
2025
Q4 		$22.8K Sell
73
-58
-44% -$17K ﹤0.01% 447
2025
Q3 		$37K Buy
+131
New +$36.1K 0.01% 356

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

Financial Consulate's CB Position: Q2 2026 in Review

Financial Consulate increased its Chubb (CB) stake by 19% in Q2 2026, buying an estimated $5.22K and bringing the position to 101 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Financial Consulate first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $37K in Q3 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Financial Consulate held 101 shares of Chubb worth $34.4K as of Q2 2026.
  • Financial Consulate bought 16 Chubb shares in Q2 2026, an estimated $5.22K.
  • Chubb made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #407 holding.
  • Financial Consulate first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Chubb position peaked at $37K in Q3 2025.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.