Kelman-Lazarov Inc’s Chubb CB Stock Holding History

Kelman-Lazarov Inc’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	$223K	Hold	653	–	–	0.03%	145
2026 Q1	$213K	Buy	+653	New	+$210K	0.03%	139

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

Kelman-Lazarov Inc's CB Position: Q2 2026 in Review

Kelman-Lazarov Inc held its Chubb (CB) position steady in Q2 2026 at 653 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #145.

Kelman-Lazarov Inc first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Kelman-Lazarov Inc held 653 shares of Chubb worth $223K as of Q2 2026.
Kelman-Lazarov Inc left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #145 holding.
Kelman-Lazarov Inc first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.