IFWM
CB icon

Institute for Wealth Management’s Chubb CB Stock Holding History

Institute for Wealth Management’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 		$31.7K Buy
+93
New +$30.3K ﹤0.01% 999
2019
Q1 		– Sell
-2,235
Closed -$289K – 454
2018
Q4 		$289K Buy
+2,235
New +$289K 0.12% 201

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's CB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Chubb (CB) in Q2 2026: 93 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CB as recently as Q4 2018.

Institute for Wealth Management first reported a position in CB in Q4 2018 and has held it in 2 quarters since. The position peaked at $289K in Q4 2018. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Institute for Wealth Management held 93 shares of Chubb worth $31.7K as of Q2 2026.
  • Chubb was a new Institute for Wealth Management position in Q2 2026.
  • Chubb made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #999 holding.
  • Institute for Wealth Management first reported a position in Chubb in Q4 2018 and has held it in 2 quarters since.
  • Institute for Wealth Management's Chubb position peaked at $289K in Q4 2018.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.