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Kestra Investment Management’s Chubb CB Stock Holding History

Kestra Investment 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 		$256K Buy
748
+70
+10% +$22.8K 0.01% 448
2026
Q1 		$221K Buy
+678
New +$218K ﹤0.01% 419
2025
Q1 		– Sell
-319
Closed -$88.2K – 967
2024
Q4 		$88.2K Buy
+319
New +$90.6K ﹤0.01% 455

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

Kestra Investment Management's CB Position: Q2 2026 in Review

Kestra Investment Management increased its Chubb (CB) stake by 10% in Q2 2026, buying an estimated $22.8K and bringing the position to 748 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #448.

Kestra Investment Management first reported a position in CB in Q4 2024 and has held it in 3 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Kestra Investment Management held 748 shares of Chubb worth $256K as of Q2 2026.
  • Kestra Investment Management bought 70 Chubb shares in Q2 2026, an estimated $22.8K.
  • Chubb made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #448 holding.
  • Kestra Investment Management first reported a position in Chubb in Q4 2024 and has held it in 3 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.