FORA Capital’s Chubb CB Stock Holding History

FORA Capital’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	–	Sell	-640	Closed	-$209K	–	391
2026 Q1	$209K	Sell	640 -5,621	-90%	-$1.8M	0.02%	396
2025 Q4	$860K	Buy	+6,261	New	+$1.83M	0.1%	225
2023 Q3	–	Sell	-37,979	Closed	-$7.31M	–	468
2023 Q2	$7.31M	Buy	37,979 +15,028	+65%	+$2.94M	1.04%	18
2023 Q1	$4.46M	Buy	22,951 +8,104	+55%	+$1.7M	0.45%	55
2022 Q4	$3.28M	Buy	+14,847	New	+$3.09M	0.53%	49
2022 Q2	–	Sell	-13,621	Closed	-$2.96M	–	452
2022 Q1	$2.96M	Buy	+13,621	New	+$2.77M	0.53%	49
2021 Q4	–	Sell	-1,400	Closed	-$243K	–	327
2021 Q3	$243K	Buy	+1,400	New	+$245K	0.06%	311
2021 Q1	–	Sell	-150	Closed	-$23K	–	802
2020 Q4	$23K	Sell	150 -5,985	-98%	-$839K	﹤0.01%	857
2020 Q3	$712K	Buy	+6,135	New	+$771K	0.47%	42
2020 Q2	–	Sell	-12,063	Closed	-$1.35M	–	934
2020 Q1	$1.35M	Sell	12,063 -7,256	-38%	-$1.04M	0.29%	82
2019 Q4	$3.01M	Buy	+19,319	New	+$2.96M	0.3%	69

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

FORA Capital's CB Position: Q2 2026 in Review

FORA Capital sold out of Chubb (CB) in Q2 2026, closing a stake of 640 shares — an estimated $209K sold.

FORA Capital first reported a position in CB in Q4 2019 and held it in 11 quarters. The position peaked at $7.31M in Q2 2023. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

FORA Capital reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
FORA Capital sold 640 Chubb shares in Q2 2026, an estimated $209K.
FORA Capital first reported a position in Chubb in Q4 2019 and held it in 11 quarters.
FORA Capital's Chubb position peaked at $7.31M in Q2 2023.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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