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Keebeck Wealth Management’s Chubb CB Stock Holding History

Keebeck Wealth 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 		– Sell
-1,226
Closed -$401K – 477
2026
Q1 		$401K Buy
+1,226
New +$393K 0.05% 256
2020
Q3 		– Sell
-260
Closed -$33K – 206
2020
Q2 		$33K Buy
+260
New +$30.1K 0.01% 252
2020
Q1 		– Sell
-260
Closed -$40K – 165
2019
Q4 		$40K Buy
+260
New +$39.8K 0.01% 235

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

Keebeck Wealth Management's CB Position: Q2 2026 in Review

Keebeck Wealth Management sold out of Chubb (CB) in Q2 2026, closing a stake of 1,226 shares — an estimated $401K sold.

Keebeck Wealth Management first reported a position in CB in Q4 2019 and held it in 3 quarters. The position peaked at $401K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Keebeck Wealth Management reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Keebeck Wealth Management sold 1,226 Chubb shares in Q2 2026, an estimated $401K.
  • Keebeck Wealth Management first reported a position in Chubb in Q4 2019 and held it in 3 quarters.
  • Keebeck Wealth Management's Chubb position peaked at $401K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.