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Kathmere Capital Management’s Chubb CB Stock Holding History

Kathmere Capital 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 		$621K Buy
1,823
+438
+32% +$143K 0.03% 348
2026
Q1 		$451K Buy
1,385
+88
+7% +$28.2K 0.03% 377
2025
Q4 		$405K Buy
1,297
+34
+3% +$9.94K 0.03% 356
2025
Q3 		$356K Sell
1,263
-11
-0.9% -$3.03K 0.03% 353
2025
Q2 		$369K Buy
1,274
+436
+52% +$125K 0.03% 333
2025
Q1 		$253K Buy
838
+71
+9% +$19.7K 0.02% 365
2024
Q4 		$212K Buy
+767
New +$218K 0.02% 379

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

Kathmere Capital Management's CB Position: Q2 2026 in Review

Kathmere Capital Management increased its Chubb (CB) stake by 32% in Q2 2026, buying an estimated $143K and bringing the position to 1,823 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #348.

Kathmere Capital Management first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Kathmere Capital Management held 1,823 shares of Chubb worth $621K as of Q2 2026.
  • Kathmere Capital Management bought 438 Chubb shares in Q2 2026, an estimated $143K.
  • Chubb made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #348 holding.
  • Kathmere Capital Management first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.