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Independent Financial Group’s Chubb CB Stock Holding History

Independent Financial Group’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 		$604K Buy
1,773
+38
+2% +$12.4K 0.01% 905
2026
Q1 		$566K Sell
1,735
-48
-3% -$15.4K 0.01% 874
2025
Q4 		$557K Sell
1,783
-227
-11% -$66.4K 0.01% 854
2025
Q3 		$567K Sell
2,010
-78
-4% -$21.5K 0.01% 793
2025
Q2 		$605K Buy
2,088
+3
+0.1% +$863 0.02% 699
2025
Q1 		$630K Sell
2,085
-36
-2% -$10K 0.02% 626
2024
Q4 		$586K Buy
2,121
+1,049
+98% +$298K 0.02% 640
2024
Q3 		$309K Buy
1,072
+103
+11% +$28.2K 0.01% 870
2024
Q2 		$247K Buy
969
+93
+11% +$23.9K 0.01% 931
2024
Q1 		$227K Sell
876
-34
-4% -$8.36K 0.01% 911
2023
Q4 		$206K Sell
910
-128
-12% -$28K 0.01% 886
2023
Q3 		$216K Buy
+1,038
New +$210K 0.01% 801

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

Independent Financial Group's CB Position: Q2 2026 in Review

Independent Financial Group increased its Chubb (CB) stake by 2.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,773 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #905.

Independent Financial Group first reported a position in CB in Q3 2023 and has held it in 12 quarters since. The position peaked at $630K in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Independent Financial Group held 1,773 shares of Chubb worth $604K as of Q2 2026.
  • Independent Financial Group bought 38 Chubb shares in Q2 2026, an estimated $12.4K.
  • Chubb made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #905 holding.
  • Independent Financial Group first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • Independent Financial Group's Chubb position peaked at $630K in Q1 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.