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IEQ Capital’s Chubb CB Stock Holding History

IEQ Capital’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 		$67.4M Sell
197,868
-29,840
-13% -$9.73M 0.31% 59
2026
Q1 		$74.2M Sell
227,708
-12,423
-5% -$3.99M 0.34% 52
2025
Q4 		$74.9M Buy
240,131
+114,251
+91% +$33.4M 0.22% 51
2025
Q3 		$35.5M Buy
125,880
+46,029
+58% +$12.7M 0.11% 97
2025
Q2 		$23.1M Buy
79,851
+18,216
+30% +$5.24M 0.14% 106
2025
Q1 		$18.6M Buy
61,635
+7,269
+13% +$2.02M 0.15% 103
2024
Q4 		$15M Buy
54,366
+17,080
+46% +$4.85M 0.15% 93
2024
Q3 		$10.8M Buy
37,286
+2,232
+6% +$612K 0.13% 112
2024
Q2 		$8.94M Buy
35,054
+1,762
+5% +$452K 0.12% 109
2024
Q1 		$8.63M Buy
33,292
+2,007
+6% +$493K 0.12% 112
2023
Q4 		$7.07M Buy
31,285
+493
+2% +$108K 0.12% 121
2023
Q3 		$6.41M Buy
30,792
+1,025
+3% +$207K 0.13% 109
2023
Q2 		$5.73M Buy
29,767
+1,557
+6% +$305K 0.12% 122
2023
Q1 		$5.48M Buy
28,210
+2,957
+12% +$621K 0.13% 116
2022
Q4 		$5.57M Buy
25,253
+5,220
+26% +$1.09M 0.16% 111
2022
Q3 		$3.64M Sell
20,033
-13,012
-39% -$2.47M 0.1% 148
2022
Q2 		$6.5M Sell
33,045
-1
-0% -$206 0.2% 80
2022
Q1 		$7.07M Buy
33,046
+1,858
+6% +$378K 0.17% 86
2021
Q4 		$6.03M Buy
31,188
+620
+2% +$116K 0.14% 90
2021
Q3 		$5.3M Buy
30,568
+772
+3% +$135K 0.14% 93
2021
Q2 		$4.74M Buy
29,796
+17,448
+141% +$2.89M 0.14% 92
2021
Q1 		$1.95M Buy
+12,348
New +$1.99M 0.08% 138
2020
Q2 		– Sell
-3,367
Closed -$377K – 334
2020
Q1 		$377K Sell
3,367
-392
-10% -$56.2K 0.03% 242
2019
Q4 		$585K Buy
+3,759
New +$575K 0.05% 203

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

IEQ Capital's CB Position: Q2 2026 in Review

IEQ Capital reduced its Chubb (CB) stake by 13% in Q2 2026, selling an estimated $9.73M and leaving 197,868 shares worth $67.4M. The position accounts for 0.31% of the portfolio, ranked #59.

IEQ Capital first reported a position in CB in Q4 2019 and has held it in 24 quarters since. The position peaked at $74.9M in Q4 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • IEQ Capital held 197,868 shares of Chubb worth $67.4M as of Q2 2026.
  • IEQ Capital sold 29,840 Chubb shares in Q2 2026, an estimated $9.73M.
  • Chubb made up 0.31% of IEQ Capital's portfolio in Q2 2026, its #59 holding.
  • IEQ Capital first reported a position in Chubb in Q4 2019 and has held it in 24 quarters since.
  • IEQ Capital's Chubb position peaked at $74.9M in Q4 2025.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.