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GWN Securities’s Chubb CB Stock Holding History

GWN Securities’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 		$3.04M Sell
8,909
-902
-9% -$294K 0.51% 42
2026
Q1 		$3.2M Sell
9,811
-562
-5% -$180K 0.61% 42
2025
Q4 		$3.24M Buy
10,373
+776
+8% +$227K 0.66% 39
2025
Q3 		$2.71M Buy
+9,597
New +$2.64M 0.63% 43

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

GWN Securities's CB Position: Q2 2026 in Review

GWN Securities reduced its Chubb (CB) stake by 9.2% in Q2 2026, selling an estimated $294K and leaving 8,909 shares worth $3.04M. The position accounts for 0.51% of the portfolio, ranked #42.

GWN Securities first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.24M in Q4 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • GWN Securities held 8,909 shares of Chubb worth $3.04M as of Q2 2026.
  • GWN Securities sold 902 Chubb shares in Q2 2026, an estimated $294K.
  • Chubb made up 0.51% of GWN Securities's portfolio in Q2 2026, its #42 holding.
  • GWN Securities first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • GWN Securities's Chubb position peaked at $3.24M in Q4 2025.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.