Golden State Wealth Management’s Chubb CB Stock Holding History

Golden State 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	$170K	Buy	497 +1	+0.2%	+$326	0.02%	446
2026 Q1	$162K	Sell	496 -9	-2%	-$2.89K	0.02%	409
2025 Q4	$158K	Sell	505 -20	-4%	-$5.85K	0.02%	419
2025 Q3	$148K	Buy	525 +36	+7%	+$9.91K	0.02%	429
2025 Q2	$142K	Sell	489 -60	-11%	-$17.3K	0.02%	411
2025 Q1	$166K	Buy	549 +46	+9%	+$12.8K	0.02%	363
2024 Q4	$139K	Buy	+503	New	+$143K	0.02%	377
2020 Q3	–	Sell	-2,094	Closed	-$265K	–	436
2020 Q2	$265K	Buy	2,094 +1,748	+505%	+$203K	0.07%	195
2020 Q1	$39K	Buy	+346	New	+$49.6K	0.02%	397
2019 Q4	–	Sell	-336	Closed	-$54K	–	175
2019 Q3	$54K	Hold	336	–	–	0.02%	406
2019 Q2	$49K	Hold	336	–	–	0.02%	458
2019 Q1	$47K	Buy	+336	New	+$44.7K	0.02%	457

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

Golden State Wealth Management's CB Position: Q2 2026 in Review

Golden State Wealth Management increased its Chubb (CB) stake by 0.2% in Q2 2026, buying an estimated $326 and bringing the position to 497 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #446.

Golden State Wealth Management first reported a position in CB in Q1 2019 and has held it in 12 quarters since. The position peaked at $265K in Q2 2020. 2,158 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Golden State Wealth Management held 497 shares of Chubb worth $170K as of Q2 2026.
Golden State Wealth Management bought 1 Chubb share in Q2 2026, an estimated $326.
Chubb made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #446 holding.
Golden State Wealth Management first reported a position in Chubb in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Chubb position peaked at $265K in Q2 2020.
2,158 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.