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Fogel Capital Management’s Chubb CB Stock Holding History

Fogel Capital 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 		$17.2M Buy
50,364
+767
+2% +$250K 6.9% 3
2026
Q1 		$16.2M Buy
49,597
+414
+0.8% +$133K 7.39% 3
2025
Q4 		$15.4M Buy
49,183
+410
+0.8% +$120K 7.08% 3
2025
Q3 		$13.8M Buy
48,773
+88
+0.2% +$24.2K 6.37% 4
2025
Q2 		$14.1M Sell
48,685
-450
-0.9% -$129K 7.52% 4
2025
Q1 		$14.8M Buy
49,135
+527
+1% +$146K 7.98% 4
2024
Q4 		$13.4M Buy
48,608
+1,392
+3% +$395K 6.75% 6
2024
Q3 		$13.6M Buy
47,216
+170
+0.4% +$46.6K 7.02% 4
2024
Q2 		$12M Buy
47,046
+450
+1% +$116K 6.39% 5
2024
Q1 		$11.6M Sell
46,596
-241
-0.5% -$59.3K 6.81% 5
2023
Q4 		$11.4M Buy
+46,837
New +$10.2M 8.74% 3

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

Fogel Capital Management's CB Position: Q2 2026 in Review

Fogel Capital Management increased its Chubb (CB) stake by 1.5% in Q2 2026, buying an estimated $250K and bringing the position to 50,364 shares worth $17.2M. The position accounts for 6.9% of the portfolio, ranked #3.

Fogel Capital Management first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fogel Capital Management held 50,364 shares of Chubb worth $17.2M as of Q2 2026.
  • Fogel Capital Management bought 767 Chubb shares in Q2 2026, an estimated $250K.
  • Chubb made up 6.9% of Fogel Capital Management's portfolio in Q2 2026, its #3 holding.
  • Fogel Capital Management first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.