Howard Financial Services’s Chubb CB Stock Holding History

Howard Financial Services’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	–	Sell	-729	Closed	-$238K	–	242
2026 Q1	$238K	Buy	+729	New	+$234K	0.03%	201

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Howard Financial Services's CB Position: Q2 2026 in Review

Howard Financial Services sold out of Chubb (CB) in Q2 2026, closing a stake of 729 shares — an estimated $238K sold.

Howard Financial Services first reported a position in CB in Q1 2026 and held it in 1 quarter. The position peaked at $238K in Q1 2026. 2,172 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Howard Financial Services reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Howard Financial Services sold 729 Chubb shares in Q2 2026, an estimated $238K.
Howard Financial Services first reported a position in Chubb in Q1 2026 and held it in 1 quarter.
Howard Financial Services's Chubb position peaked at $238K in Q1 2026.
2,172 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.