Gilpin Wealth Management’s Chubb CB Stock Holding History

Gilpin Wealth 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	$136K	Hold	400	–	–	0.09%	159
2026 Q1	$130K	Hold	400	–	–	0.1%	145
2025 Q4	$125K	Buy	+400	New	+$117K	0.1%	143

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

Gilpin Wealth Management's CB Position: Q2 2026 in Review

Gilpin Wealth Management held its Chubb (CB) position steady in Q2 2026 at 400 shares worth $136K. The position accounts for 0.09% of the portfolio, ranked #159.

Gilpin Wealth Management first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Gilpin Wealth Management held 400 shares of Chubb worth $136K as of Q2 2026.
Gilpin Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.09% of Gilpin Wealth Management's portfolio in Q2 2026, its #159 holding.
Gilpin Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.