FFM
CB icon

Forum Financial Management’s Chubb CB Stock Holding History

Forum Financial 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 		$717K Sell
2,105
-35
-2% -$11.4K 0.01% 169
2026
Q1 		$697K Sell
2,140
-5,324
-71% -$1.71M 0.01% 160
2025
Q4 		$2.33M Sell
7,464
-30
-0.4% -$8.77K 0.03% 129
2025
Q3 		$2.12M Buy
7,494
+4
+0.1% +$1.1K 0.03% 129
2025
Q2 		$2.17M Buy
7,490
+715
+11% +$206K 0.03% 115
2025
Q1 		$2.05M Sell
6,775
-13
-0.2% -$3.61K 0.03% 114
2024
Q4 		$1.88M Buy
6,788
+2,227
+49% +$632K 0.03% 128
2024
Q3 		$1.32M Hold
4,561
– – 0.02% 149
2024
Q2 		$1.16M Buy
4,561
+3
+0.1% +$770 0.02% 153
2024
Q1 		$1.18M Sell
4,558
-250
-5% -$61.5K 0.02% 169
2023
Q4 		$1.09M Hold
4,808
– – 0.02% 156
2023
Q3 		$1M Sell
4,808
-50
-1% -$10.1K 0.02% 160
2023
Q2 		$935K Buy
4,858
+10
+0.2% +$1.96K 0.02% 170
2023
Q1 		$941K Buy
4,848
+26
+0.5% +$5.46K 0.03% 150
2022
Q4 		$1.06M Hold
4,822
– – 0.04% 127
2022
Q3 		$877K Sell
4,822
-227
-4% -$43.1K 0.04% 128
2022
Q2 		$993K Buy
5,049
+268
+6% +$55.2K 0.05% 124
2022
Q1 		$1.02M Buy
4,781
+633
+15% +$129K 0.05% 123
2021
Q4 		$802K Buy
+4,148
New +$779K 0.04% 157

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

Forum Financial Management's CB Position: Q2 2026 in Review

Forum Financial Management reduced its Chubb (CB) stake by 1.6% in Q2 2026, selling an estimated $11.4K and leaving 2,105 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #169.

Forum Financial Management first reported a position in CB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q4 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Forum Financial Management held 2,105 shares of Chubb worth $717K as of Q2 2026.
  • Forum Financial Management sold 35 Chubb shares in Q2 2026, an estimated $11.4K.
  • Chubb made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #169 holding.
  • Forum Financial Management first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Chubb position peaked at $2.33M in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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