Iron Gate Global Advisors’s Chubb CB Stock Holding History

Iron Gate Global Advisors’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	$266K	Hold	781	–	–	0.03%	90
2026 Q1	$255K	Sell	781 -9	-1%	-$2.89K	0.03%	92
2025 Q4	$247K	Buy	790 +9	+1%	+$2.63K	0.03%	88
2025 Q3	$220K	Sell	781 -624	-44%	-$172K	0.02%	97
2025 Q2	$408K	Buy	+1,405	New	+$404K	0.05%	54

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Iron Gate Global Advisors's CB Position: Q2 2026 in Review

Iron Gate Global Advisors held its Chubb (CB) position steady in Q2 2026 at 781 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #90.

Iron Gate Global Advisors first reported a position in CB in Q2 2025 and has held it in 5 quarters since. The position peaked at $408K in Q2 2025. 2,158 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Iron Gate Global Advisors held 781 shares of Chubb worth $266K as of Q2 2026.
Iron Gate Global Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.03% of Iron Gate Global Advisors's portfolio in Q2 2026, its #90 holding.
Iron Gate Global Advisors first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
Iron Gate Global Advisors's Chubb position peaked at $408K in Q2 2025.
2,158 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.