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Gerber Kawasaki Wealth & Investment Management’s Chubb CB Stock Holding History

Gerber Kawasaki Wealth & 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 		– Sell
-716
Closed -$234K – 373
2026
Q1 		$234K Buy
+716
New +$230K 0.01% 316
2025
Q1 		– Sell
-759
Closed -$210K – 294
2024
Q4 		$210K Buy
759
+37
+5% +$10.5K 0.01% 272
2024
Q3 		$208K Buy
+722
New +$198K 0.01% 275
2021
Q4 		– Sell
-48
Closed -$8K – 413
2021
Q3 		$8K Buy
+48
New +$8.41K ﹤0.01% 674

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

Gerber Kawasaki Wealth & Investment Management's CB Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Chubb (CB) in Q2 2026, closing a stake of 716 shares — an estimated $234K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CB in Q3 2021 and held it in 4 quarters. The position peaked at $234K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 716 Chubb shares in Q2 2026, an estimated $234K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Chubb in Q3 2021 and held it in 4 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Chubb position peaked at $234K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.