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Impact Partnership Wealth’s Chubb CB Stock Holding History

Impact Partnership 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 		$2.2M Buy
6,456
+1,392
+27% +$454K 0.21% 61
2026
Q1 		$1.65M Buy
+5,064
New +$1.62M 0.2% 65
2025
Q4 		– Sell
-3,638
Closed -$1.03M – 379
2025
Q3 		$1.03M Buy
3,638
+1,200
+49% +$330K 0.15% 91
2025
Q2 		$706K Buy
+2,438
New +$702K 0.13% 86
2025
Q1 		– Sell
-2,255
Closed -$623K – 274
2024
Q4 		$623K Buy
+2,255
New +$640K 0.13% 98
2023
Q3 		– Sell
-87
Closed -$16.8K – 1034
2023
Q2 		$16.8K Buy
+87
New +$17K 0.01% 365

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

Impact Partnership Wealth's CB Position: Q2 2026 in Review

Impact Partnership Wealth increased its Chubb (CB) stake by 27% in Q2 2026, buying an estimated $454K and bringing the position to 6,456 shares worth $2.2M. The position accounts for 0.21% of the portfolio, ranked #61.

Impact Partnership Wealth first reported a position in CB in Q2 2023 and has held it in 6 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Impact Partnership Wealth held 6,456 shares of Chubb worth $2.2M as of Q2 2026.
  • Impact Partnership Wealth bought 1,392 Chubb shares in Q2 2026, an estimated $454K.
  • Chubb made up 0.21% of Impact Partnership Wealth's portfolio in Q2 2026, its #61 holding.
  • Impact Partnership Wealth first reported a position in Chubb in Q2 2023 and has held it in 6 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.