GC Wealth Management RIA’s Chubb CB Stock Holding History

GC Wealth Management RIA’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	$6.79M	Sell	19,931 -2,921	-13%	-$953K	0.39%	53
2026 Q1	$7.45M	Sell	22,852 -596	-3%	-$191K	0.31%	49
2025 Q4	$7.32M	Sell	23,448 -3,711	-14%	-$1.09M	0.27%	50
2025 Q3	$7.67M	Buy	27,159 +9,813	+57%	+$2.7M	0.25%	69
2025 Q2	$5.03M	Buy	17,346 +5,951	+52%	+$1.71M	0.41%	45
2025 Q1	$3.44M	Buy	11,395 +714	+7%	+$198K	0.63%	37
2024 Q4	$2.95M	Buy	10,681 +8,194	+329%	+$2.33M	0.52%	39
2024 Q3	$717K	Sell	2,487 -257	-9%	-$70.5K	0.13%	144
2024 Q2	$700K	Sell	2,744 -110	-4%	-$28.2K	0.14%	133
2024 Q1	$740K	Sell	2,854 -80	-3%	-$19.7K	0.15%	122
2023 Q4	$663K	Buy	+2,934	New	+$642K	0.3%	89

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GC Wealth Management RIA's CB Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Chubb (CB) stake by 13% in Q2 2026, selling an estimated $953K and leaving 19,931 shares worth $6.79M. The position accounts for 0.39% of the portfolio, ranked #53.

GC Wealth Management RIA first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.67M in Q3 2025. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

GC Wealth Management RIA held 19,931 shares of Chubb worth $6.79M as of Q2 2026.
GC Wealth Management RIA sold 2,921 Chubb shares in Q2 2026, an estimated $953K.
Chubb made up 0.39% of GC Wealth Management RIA's portfolio in Q2 2026, its #53 holding.
GC Wealth Management RIA first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Chubb position peaked at $7.67M in Q3 2025.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.