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FourThought Financial Partners’s Chubb CB Stock Holding History

FourThought Financial Partners’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
50,334
+1,060
+2% +$346K 1.32% 18
2026
Q1 		$16.1M Buy
49,274
+3,713
+8% +$1.19M 1.39% 20
2025
Q4 		$14.2M Buy
45,561
+3,733
+9% +$1.09M 1.2% 23
2025
Q3 		$11.8M Buy
41,828
+621
+2% +$171K 1.04% 27
2025
Q2 		$11.9M Sell
41,207
-525
-1% -$151K 1.18% 24
2025
Q1 		$12.6M Buy
41,732
+233
+0.6% +$64.7K 1.32% 22
2024
Q4 		$11.5M Buy
41,499
+347
+0.8% +$98.5K 1.19% 23
2024
Q3 		$11.9M Buy
41,152
+237
+0.6% +$65K 1.41% 21
2024
Q2 		$10.4M Buy
40,915
+650
+2% +$167K 1.34% 23
2024
Q1 		$10.4M Sell
40,265
-114
-0.3% -$28K 1.2% 24
2023
Q4 		$9.13M Sell
40,379
-390
-1% -$85.3K 1.14% 27
2023
Q3 		$8.49M Buy
40,769
+1,743
+4% +$352K 1.19% 27
2023
Q2 		$7.51M Buy
39,026
+2,052
+6% +$402K 0.99% 33
2023
Q1 		$7.18M Sell
36,974
-149
-0.4% -$31.3K 0.98% 34
2022
Q4 		$8.19M Buy
+37,123
New +$7.72M 1.19% 26

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

FourThought Financial Partners's CB Position: Q2 2026 in Review

FourThought Financial Partners increased its Chubb (CB) stake by 2.2% in Q2 2026, buying an estimated $346K and bringing the position to 50,334 shares worth $17.2M. The position accounts for 1.32% of the portfolio, ranked #18.

FourThought Financial Partners first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • FourThought Financial Partners held 50,334 shares of Chubb worth $17.2M as of Q2 2026.
  • FourThought Financial Partners bought 1,060 Chubb shares in Q2 2026, an estimated $346K.
  • Chubb made up 1.32% of FourThought Financial Partners's portfolio in Q2 2026, its #18 holding.
  • FourThought Financial Partners first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.