KA
CB icon

Klingman & Associates’s Chubb CB Stock Holding History

Klingman & Associates’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 		$472K Buy
1,385
+18
+1% +$5.87K 0.02% 211
2026
Q1 		$446K Buy
1,367
+46
+3% +$14.8K 0.02% 204
2025
Q4 		$412K Buy
1,321
+97
+8% +$28.4K 0.02% 214
2025
Q3 		$345K Sell
1,224
-66
-5% -$18.2K 0.02% 236
2025
Q2 		$374K Buy
1,290
+444
+52% +$128K 0.02% 212
2025
Q1 		$255K Buy
+846
New +$235K 0.02% 236
2024
Q4 		– Sell
-706
Closed -$204K – 258
2024
Q3 		$204K Buy
+706
New +$194K 0.01% 256
2016
Q4 		– Sell
-389
Closed -$49K – 135
2016
Q3 		$49K Hold
389
– – 0.01% 185
2016
Q2 		$51K Hold
389
– – 0.02% 188
2016
Q1 		$46K Hold
389
– – 0.02% 193
2015
Q4 		$45K Hold
389
– – 0.02% 211
2015
Q3 		$40K Sell
389
-207
-35% -$21.6K 0.02% 214
2015
Q2 		$61K Buy
596
+207
+53% +$22.3K 0.02% 172
2015
Q1 		$43K Hold
389
– – 0.02% 178
2014
Q4 		$44K Buy
+389
New +$43.1K 0.02% 182

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

Klingman & Associates's CB Position: Q2 2026 in Review

Klingman & Associates increased its Chubb (CB) stake by 1.3% in Q2 2026, buying an estimated $5.87K and bringing the position to 1,385 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #211.

Klingman & Associates first reported a position in CB in Q4 2014 and has held it in 15 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Klingman & Associates held 1,385 shares of Chubb worth $472K as of Q2 2026.
  • Klingman & Associates bought 18 Chubb shares in Q2 2026, an estimated $5.87K.
  • Chubb made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #211 holding.
  • Klingman & Associates first reported a position in Chubb in Q4 2014 and has held it in 15 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.