Gould Asset Management’s Chubb CB Stock Holding History

Gould Asset 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	$269K	Sell	788 -30	-4%	-$9.79K	0.04%	161
2026 Q1	$267K	Buy	818 +30	+4%	+$9.63K	0.05%	159
2025 Q4	$246K	Sell	788 -28	-3%	-$8.19K	0.04%	153
2025 Q3	$230K	Buy	816 +42	+5%	+$11.6K	0.04%	159
2025 Q2	$224K	Buy	774 +28	+4%	+$8.06K	0.04%	157
2025 Q1	$225K	Hold	746	–	–	0.05%	150
2024 Q4	$206K	Hold	746	–	–	0.04%	156
2024 Q3	$215K	Sell	746 -140	-16%	-$38.4K	0.05%	150
2024 Q2	$226K	Hold	886	–	–	0.05%	148
2024 Q1	$230K	Hold	886	–	–	0.06%	148
2023 Q4	$200K	Buy	+886	New	+$194K	0.05%	152
2023 Q1	–	Sell	-911	Closed	-$201K	–	154
2022 Q4	$201K	Sell	911 -400	-31%	-$83.2K	0.06%	149
2022 Q3	$238K	Hold	1,311	–	–	0.08%	103
2022 Q2	$258K	Hold	1,311	–	–	0.08%	114
2022 Q1	$280K	Hold	1,311	–	–	0.08%	115
2021 Q4	$253K	Buy	+1,311	New	+$246K	0.07%	121
2019 Q2	–	Sell	-1,998	Closed	-$280K	–	145
2019 Q1	$280K	Buy	+1,998	New	+$266K	0.1%	108
2018 Q3	–	Sell	-1,838	Closed	-$233K	–	144
2018 Q2	$233K	Buy	+1,838	New	+$244K	0.1%	114

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

Gould Asset Management's CB Position: Q2 2026 in Review

Gould Asset Management reduced its Chubb (CB) stake by 3.7% in Q2 2026, selling an estimated $9.79K and leaving 788 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #161.

Gould Asset Management first reported a position in CB in Q2 2018 and has held it in 18 quarters since. The position peaked at $280K in Q1 2022. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Gould Asset Management held 788 shares of Chubb worth $269K as of Q2 2026.
Gould Asset Management sold 30 Chubb shares in Q2 2026, an estimated $9.79K.
Chubb made up 0.04% of Gould Asset Management's portfolio in Q2 2026, its #161 holding.
Gould Asset Management first reported a position in Chubb in Q2 2018 and has held it in 18 quarters since.
Gould Asset Management's Chubb position peaked at $280K in Q1 2022.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.