Intentional Wealth Strategies’s Chubb CB Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-440	Closed	-$143K	–	207
2026 Q1	$143K	Buy	+440	New	+$141K	0.13%	75

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Intentional Wealth Strategies's CB Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Chubb (CB) in Q2 2026, closing a stake of 440 shares — an estimated $143K sold.

Intentional Wealth Strategies first reported a position in CB in Q1 2026 and held it in 1 quarter. The position peaked at $143K in Q1 2026. 2,069 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Intentional Wealth Strategies reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 440 Chubb shares in Q2 2026, an estimated $143K.
Intentional Wealth Strategies first reported a position in Chubb in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Chubb position peaked at $143K in Q1 2026.
2,069 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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