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Intergy Private Wealth’s Chubb CB Stock Holding History

Intergy 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 		$259K Buy
760
+114
+18% +$37.2K 0.06% 115
2026
Q1 		$211K Sell
646
-53
-8% -$17K 0.06% 113
2025
Q4 		$218K Buy
+699
New +$204K 0.07% 107
2024
Q4 		– Sell
-710
Closed -$205K – 93
2024
Q3 		$205K Buy
+710
New +$195K 0.08% 85

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

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

Intergy Private Wealth increased its Chubb (CB) stake by 18% in Q2 2026, buying an estimated $37.2K and bringing the position to 760 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #115.

Intergy Private Wealth first reported a position in CB in Q3 2024 and has held it in 4 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Intergy Private Wealth held 760 shares of Chubb worth $259K as of Q2 2026.
  • Intergy Private Wealth bought 114 Chubb shares in Q2 2026, an estimated $37.2K.
  • Chubb made up 0.06% of Intergy Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Intergy Private Wealth first reported a position in Chubb in Q3 2024 and has held it in 4 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.