Financial Perspectives’s Chubb CB Stock Holding History

Financial Perspectives’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	$37.1K	Hold	109	–	–	0.01%	374
2026 Q1	$35.5K	Hold	109	–	–	0.01%	358
2025 Q4	$34K	Hold	109	–	–	0.01%	370
2025 Q3	$30.8K	Buy	109 +15	+16%	+$4.13K	0.01%	383
2025 Q2	$27.2K	Hold	94	–	–	0.01%	383
2025 Q1	$28.4K	Hold	94	–	–	0.01%	362
2024 Q4	$26K	Hold	94	–	–	0.01%	379
2024 Q3	$27.1K	Hold	94	–	–	0.01%	351
2024 Q2	$24K	Hold	94	–	–	0.01%	359
2024 Q1	$24.4K	Sell	94 -2	-2%	-$492	0.01%	355
2023 Q4	$21.7K	Buy	96 +2	+2%	+$437	0.01%	369
2023 Q3	$19.6K	Hold	94	–	–	0.01%	362
2023 Q2	$18.1K	Hold	94	–	–	0.01%	372
2023 Q1	$18.3K	Hold	94	–	–	0.01%	367
2022 Q4	$20.7K	Hold	94	–	–	0.01%	352
2022 Q3	$17.1K	Hold	94	–	–	0.01%	368
2022 Q2	$18.5K	Hold	94	–	–	0.01%	361
2022 Q1	$20.1K	Hold	94	–	–	0.01%	374
2021 Q4	$18.2K	Hold	94	–	–	0.01%	368
2021 Q3	$16.3K	Hold	94	–	–	0.01%	378
2021 Q2	$14.9K	Hold	94	–	–	0.01%	417
2021 Q1	$14.8K	Hold	94	–	–	0.01%	394
2020 Q4	$14.5K	Hold	94	–	–	0.01%	365
2020 Q3	$10.9K	Hold	94	–	–	0.01%	361
2020 Q2	$11.9K	Hold	94	–	–	0.01%	333
2020 Q1	$10.5K	Hold	94	–	–	0.01%	321
2019 Q4	$14.6K	Buy	+94	New	+$14.4K	0.01%	292

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Perspectives's CB Position: Q2 2026 in Review

Financial Perspectives held its Chubb (CB) position steady in Q2 2026 at 109 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #374.

Financial Perspectives first reported a position in CB in Q4 2019 and has held it in 27 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Financial Perspectives held 109 shares of Chubb worth $37.1K as of Q2 2026.
Financial Perspectives left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #374 holding.
Financial Perspectives first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.