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FWL Investment Management’s Chubb CB Stock Holding History

FWL Investment 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 		$69.9K Buy
+205
New +$66.9K 0.01% 181
2026
Q1 		– Sell
-60
Closed -$18.7K – 360
2025
Q4 		$18.7K Buy
+60
New +$17.5K ﹤0.01% 222
2025
Q3 		– Sell
-6,695
Closed -$1.94M – 339
2025
Q2 		$1.94M Buy
6,695
+179
+3% +$51.5K 0.59% 37
2025
Q1 		$1.97M Sell
6,516
-202
-3% -$56.1K 0.73% 32
2024
Q4 		$1.86M Buy
6,718
+343
+5% +$97.4K 0.68% 35
2024
Q3 		$1.84M Buy
6,375
+6,180
+3,169% +$1.69M 0.7% 34
2024
Q2 		$49.7K Buy
+195
New +$50.1K 0.03% 109

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

FWL Investment Management's CB Position: Q2 2026 in Review

FWL Investment Management opened a new position in Chubb (CB) in Q2 2026: 205 shares worth $69.9K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in CB as recently as Q4 2025.

FWL Investment Management first reported a position in CB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q1 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • FWL Investment Management held 205 shares of Chubb worth $69.9K as of Q2 2026.
  • Chubb was a new FWL Investment Management position in Q2 2026.
  • Chubb made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #181 holding.
  • FWL Investment Management first reported a position in Chubb in Q2 2024 and has held it in 7 quarters since.
  • FWL Investment Management's Chubb position peaked at $1.97M in Q1 2025.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.