J. Safra Asset Management’s Chubb CB Stock Holding History

J. Safra Asset 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	$266K	Sell	779 -288	-27%	-$93.9K	0.01%	211
2026 Q1	$348K	Hold	1,067	–	–	0.02%	188
2025 Q4	$333K	Sell	1,067 -176	-14%	-$51.5K	0.02%	182
2025 Q3	$351K	Buy	1,243 +119	+11%	+$32.8K	0.02%	138
2025 Q2	$326K	Buy	1,124 +1	+0.1%	+$288	0.02%	126
2025 Q1	$339K	Sell	1,123 -84	-7%	-$23.3K	0.03%	97
2024 Q4	$332K	Buy	1,207 +370	+44%	+$105K	0.03%	81
2024 Q3	$242K	Hold	837	–	–	0.02%	60
2024 Q2	$214K	Buy	837 +177	+27%	+$45.5K	0.02%	55
2024 Q1	$171K	Hold	660	–	–	0.02%	49
2023 Q4	$149K	Hold	660	–	–	0.02%	51
2023 Q3	$137K	Hold	660	–	–	0.02%	54
2023 Q2	$127K	Hold	660	–	–	0.02%	68
2023 Q1	$128K	Hold	660	–	–	0.02%	66
2022 Q4	$145K	Buy	+660	New	+$137K	0.03%	33
2022 Q3	–	Hold	0	–	–	–	46
2022 Q2	–	Hold	0	–	–	–	45
2022 Q1	–	Hold	0	–	–	–	48
2016 Q3	–	Sell	-152	Closed	-$20K	–	167
2016 Q2	$20K	Sell	152 -3,132	-95%	-$386K	0.03%	210
2016 Q1	$391K	Buy	+3,284	New	+$377K	0.32%	76

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's CB Position: Q2 2026 in Review

J. Safra Asset Management reduced its Chubb (CB) stake by 27% in Q2 2026, selling an estimated $93.9K and leaving 779 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #211.

J. Safra Asset Management first reported a position in CB in Q1 2016 and has held it in 17 quarters since. The position peaked at $391K in Q1 2016. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

J. Safra Asset Management held 779 shares of Chubb worth $266K as of Q2 2026.
J. Safra Asset Management sold 288 Chubb shares in Q2 2026, an estimated $93.9K.
Chubb made up 0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #211 holding.
J. Safra Asset Management first reported a position in Chubb in Q1 2016 and has held it in 17 quarters since.
J. Safra Asset Management's Chubb position peaked at $391K in Q1 2016.
2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.