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Hohimer Wealth Management’s Chubb CB Stock Holding History

Hohimer 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 		$947K Buy
2,780
+118
+4% +$38.5K 0.09% 172
2026
Q1 		$868K Buy
2,662
+196
+8% +$62.9K 0.1% 170
2025
Q4 		$770K Buy
2,466
+36
+1% +$10.5K 0.1% 157
2025
Q3 		$686K Buy
2,430
+585
+32% +$161K 0.1% 172
2025
Q2 		$535K Sell
1,845
-46
-2% -$13.2K 0.09% 153
2025
Q1 		$571K Buy
+1,891
New +$525K 0.11% 144

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

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

Hohimer Wealth Management increased its Chubb (CB) stake by 4.4% in Q2 2026, buying an estimated $38.5K and bringing the position to 2,780 shares worth $947K. The position accounts for 0.09% of the portfolio, ranked #172.

Hohimer Wealth Management first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,163 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Hohimer Wealth Management held 2,780 shares of Chubb worth $947K as of Q2 2026.
  • Hohimer Wealth Management bought 118 Chubb shares in Q2 2026, an estimated $38.5K.
  • Chubb made up 0.09% of Hohimer Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Hohimer Wealth Management first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,163 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.