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GeoWealth Management’s Chubb CB Stock Holding History

GeoWealth 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 		$3.51M Sell
10,308
-3,003
-23% -$979K 0.11% 115
2026
Q1 		$4.34M Buy
13,311
+1,189
+10% +$381K 0.16% 84
2025
Q4 		$3.78M Sell
12,122
-271
-2% -$79.2K 0.14% 98
2025
Q3 		$3.5M Buy
12,393
+2,304
+23% +$634K 0.13% 106
2025
Q2 		$2.92M Sell
10,089
-4,874
-33% -$1.4M 0.11% 104
2025
Q1 		$4.52M Buy
14,963
+2,562
+21% +$712K 0.18% 71
2024
Q4 		$3.43M Buy
12,401
+8,878
+252% +$2.52M 0.11% 125
2024
Q3 		$1.02M Sell
3,523
-172
-5% -$47.2K 0.04% 307
2024
Q2 		$943K Buy
3,695
+335
+10% +$86K 0.04% 284
2024
Q1 		$871K Buy
3,360
+525
+19% +$129K 0.03% 324
2023
Q4 		$640K Buy
2,835
+82
+3% +$17.9K 0.05% 284
2023
Q3 		$573K Buy
2,753
+2,738
+18,253% +$554K 0.07% 194
2023
Q2 		$3K Buy
+15
New +$2.94K ﹤0.01% 420

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

GeoWealth Management's CB Position: Q2 2026 in Review

GeoWealth Management reduced its Chubb (CB) stake by 23% in Q2 2026, selling an estimated $979K and leaving 10,308 shares worth $3.51M. The position accounts for 0.11% of the portfolio, ranked #115.

GeoWealth Management first reported a position in CB in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.52M in Q1 2025. 2,163 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • GeoWealth Management held 10,308 shares of Chubb worth $3.51M as of Q2 2026.
  • GeoWealth Management sold 3,003 Chubb shares in Q2 2026, an estimated $979K.
  • Chubb made up 0.11% of GeoWealth Management's portfolio in Q2 2026, its #115 holding.
  • GeoWealth Management first reported a position in Chubb in Q2 2023 and has held it in 13 quarters since.
  • GeoWealth Management's Chubb position peaked at $4.52M in Q1 2025.
  • 2,163 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.