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Inlet Private Wealth’s Chubb CB Stock Holding History

Inlet Private 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 		$4.78M Buy
14,024
+100
+0.7% +$32.6K 1.16% 29
2026
Q1 		$4.54M Buy
13,924
+350
+3% +$112K 1.16% 28
2025
Q4 		$4.24M Buy
13,574
+338
+3% +$98.8K 0.98% 34
2025
Q3 		$3.74M Buy
13,236
+12,521
+1,751% +$3.45M 0.84% 41
2025
Q2 		$207K Buy
715
+5
+0.7% +$1.44K 0.05% 126
2025
Q1 		$214K Buy
+710
New +$197K 0.06% 123
2019
Q3 		– Sell
-1,702
Closed -$254K – 144
2019
Q2 		$254K Buy
1,702
+106
+7% +$15.3K 0.09% 127
2019
Q1 		$224K Sell
1,596
-3,740
-70% -$497K 0.09% 133
2018
Q4 		$689K Buy
+5,336
New +$690K 0.37% 65

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

Inlet Private Wealth's CB Position: Q2 2026 in Review

Inlet Private Wealth increased its Chubb (CB) stake by 0.72% in Q2 2026, buying an estimated $32.6K and bringing the position to 14,024 shares worth $4.78M. The position accounts for 1.16% of the portfolio, ranked #29.

Inlet Private Wealth first reported a position in CB in Q4 2018 and has held it in 9 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Inlet Private Wealth held 14,024 shares of Chubb worth $4.78M as of Q2 2026.
  • Inlet Private Wealth bought 100 Chubb shares in Q2 2026, an estimated $32.6K.
  • Chubb made up 1.16% of Inlet Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Inlet Private Wealth first reported a position in Chubb in Q4 2018 and has held it in 9 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.