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Fortitude Family Office’s Chubb CB Stock Holding History

Fortitude 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 		$242K Buy
711
+136
+24% +$44.4K 0.05% 121
2026
Q1 		$187K Buy
575
+40
+7% +$12.8K 0.04% 123
2025
Q4 		$167K Buy
535
+25
+5% +$7.31K 0.04% 153
2025
Q3 		$144K Sell
510
-8
-2% -$2.2K 0.04% 159
2025
Q2 		$150K Buy
518
+143
+38% +$41.2K 0.05% 144
2025
Q1 		$113K Sell
375
-4
-1% -$1.11K 0.04% 144
2024
Q4 		$105K Buy
379
+11
+3% +$3.12K 0.04% 173
2024
Q3 		$106K Buy
368
+53
+17% +$14.5K 0.04% 154
2024
Q2 		$80.3K Buy
315
+181
+135% +$46.5K 0.05% 128
2024
Q1 		$34.7K Sell
134
-129
-49% -$31.7K 0.02% 195
2023
Q4 		$59.4K Buy
+263
New +$57.5K 0.04% 144

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

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

Fortitude Family Office increased its Chubb (CB) stake by 24% in Q2 2026, buying an estimated $44.4K and bringing the position to 711 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #121.

Fortitude Family Office first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fortitude Family Office held 711 shares of Chubb worth $242K as of Q2 2026.
  • Fortitude Family Office bought 136 Chubb shares in Q2 2026, an estimated $44.4K.
  • Chubb made up 0.05% of Fortitude Family Office's portfolio in Q2 2026, its #121 holding.
  • Fortitude Family Office first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.