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HBE Wealth Management’s Chubb CB Stock Holding History

HBE 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 		$237K Buy
696
+2
+0.3% +$652 0.17% 54
2026
Q1 		$226K Hold
694
– – 0.2% 48
2025
Q4 		$217K Buy
+694
New +$203K 0.2% 44

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

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

HBE Wealth Management increased its Chubb (CB) stake by 0.29% in Q2 2026, buying an estimated $652 and bringing the position to 696 shares worth $237K. The position accounts for 0.17% of the portfolio, ranked #54.

HBE Wealth Management first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • HBE Wealth Management held 696 shares of Chubb worth $237K as of Q2 2026.
  • HBE Wealth Management bought 2 Chubb shares in Q2 2026, an estimated $652.
  • Chubb made up 0.17% of HBE Wealth Management's portfolio in Q2 2026, its #54 holding.
  • HBE Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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