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Integrated Wealth Concepts’s Chubb CB Stock Holding History

Integrated Wealth Concepts’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 		$8.04M Buy
23,589
+3,846
+19% +$1.25M 0.05% 345
2026
Q1 		$6.43M Buy
19,743
+8,446
+75% +$2.71M 0.05% 349
2025
Q4 		$3.53M Sell
11,297
-1,058
-9% -$309K 0.04% 384
2025
Q3 		$3.49M Buy
12,355
+1,304
+12% +$359K 0.03% 484
2025
Q2 		$3.2M Buy
11,051
+2,537
+30% +$730K 0.03% 474
2025
Q1 		$2.57M Sell
8,514
-951
-10% -$264K 0.03% 515
2024
Q4 		$2.62M Buy
9,465
+549
+6% +$156K 0.03% 476
2024
Q3 		$2.57M Buy
8,916
+438
+5% +$120K 0.03% 474
2024
Q2 		$2.16M Buy
8,478
+41
+0.5% +$10.5K 0.03% 493
2024
Q1 		$2.19M Buy
8,437
+640
+8% +$157K 0.03% 493
2023
Q4 		$1.76M Buy
7,797
+848
+12% +$185K 0.03% 524
2023
Q3 		$1.45M Buy
6,949
+97
+1% +$19.6K 0.03% 556
2023
Q2 		$1.32M Buy
6,852
+514
+8% +$101K 0.02% 586
2023
Q1 		$1.23M Buy
6,338
+1,207
+24% +$254K 0.03% 544
2022
Q4 		$1.13M Buy
5,131
+20
+0.4% +$4.16K 0.03% 439
2022
Q3 		$930K Buy
5,111
+526
+11% +$99.9K 0.03% 441
2022
Q2 		$901K Sell
4,585
-1,171
-20% -$241K 0.03% 447
2022
Q1 		$1.23M Buy
5,756
+1,968
+52% +$400K 0.04% 353
2021
Q4 		$732K Sell
3,788
-151
-4% -$28.4K 0.02% 516
2021
Q3 		$683K Buy
3,939
+1,064
+37% +$187K 0.02% 499
2021
Q2 		$457K Buy
2,875
+159
+6% +$26.4K 0.02% 547
2021
Q1 		$429K Sell
2,716
-47
-2% -$7.57K 0.02% 509
2020
Q4 		$425K Sell
2,763
-278
-9% -$39K 0.02% 444
2020
Q3 		$353K Sell
3,041
-122
-4% -$15.3K 0.02% 416
2020
Q2 		$401K Sell
3,163
-1,036
-25% -$120K 0.03% 337
2020
Q1 		$469K Buy
4,199
+556
+15% +$79.7K 0.04% 231
2019
Q4 		$567K Buy
+3,643
New +$557K 0.05% 245

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

Integrated Wealth Concepts's CB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Chubb (CB) stake by 19% in Q2 2026, buying an estimated $1.25M and bringing the position to 23,589 shares worth $8.04M. The position accounts for 0.05% of the portfolio, ranked #345.

Integrated Wealth Concepts first reported a position in CB in Q4 2019 and has held it in 27 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Integrated Wealth Concepts held 23,589 shares of Chubb worth $8.04M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,846 Chubb shares in Q2 2026, an estimated $1.25M.
  • Chubb made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #345 holding.
  • Integrated Wealth Concepts first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.