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High Note Wealth’s Chubb CB Stock Holding History

High Note Wealth’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 		$14K Sell
41
-12
-23% -$3.91K ﹤0.01% 344
2026
Q1 		$17.3K Buy
53
+3
+6% +$963 ﹤0.01% 298
2025
Q4 		$15.6K Buy
50
+29
+138% +$8.48K ﹤0.01% 286
2025
Q3 		$5.93K Hold
21
– – ﹤0.01% 399
2025
Q2 		$6.08K Hold
21
– – ﹤0.01% 364
2025
Q1 		$6.34K Sell
21
-2
-9% -$556 ﹤0.01% 356
2024
Q4 		$6.36K Buy
+23
New +$6.53K ﹤0.01% 368

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

High Note Wealth's CB Position: Q2 2026 in Review

High Note Wealth reduced its Chubb (CB) stake by 23% in Q2 2026, selling an estimated $3.91K and leaving 41 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

High Note Wealth first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • High Note Wealth held 41 shares of Chubb worth $14K as of Q2 2026.
  • High Note Wealth sold 12 Chubb shares in Q2 2026, an estimated $3.91K.
  • Chubb made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #344 holding.
  • High Note Wealth first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Chubb position peaked at $17.3K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.