FCH
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Freestone Capital Holdings’s Chubb CB Stock Holding History

Freestone Capital Holdings’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
2013
Q4 		– Sell
-100
Closed -$9K – 304
2013
Q3 		$9K Buy
+100
New +$9.14K ﹤0.01% 358

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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

Freestone Capital Holdings's CB Position: Q2 2026 in Review

Freestone Capital Holdings reduced its Chubb (CB) stake by 3.1% in Q2 2026, selling an estimated $16K and leaving 1,542 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #375.

Freestone Capital Holdings first reported a position in CB in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.03M in Q2 2019. 2,158 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Freestone Capital Holdings held 1,542 shares of Chubb worth $525K as of Q2 2026.
  • Freestone Capital Holdings sold 49 Chubb shares in Q2 2026, an estimated $16K.
  • Chubb made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #375 holding.
  • Freestone Capital Holdings first reported a position in Chubb in Q2 2013 and has held it in 30 quarters since.
  • Freestone Capital Holdings's Chubb position peaked at $2.03M in Q2 2019.
  • 2,158 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.