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L.J. Altfest & Co’s Chubb CB Stock Holding History

L.J. Altfest & Co’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 		$296K Sell
869
-7
-0.8% -$2.28K 0.03% 267
2026
Q1 		$286K Sell
876
-4,099
-82% -$1.32M 0.03% 279
2025
Q4 		$1.55M Buy
4,975
+287
+6% +$83.9K 0.17% 96
2025
Q3 		$1.32M Buy
4,688
+3,815
+437% +$1.05M 0.15% 108
2025
Q2 		$253K Buy
873
+46
+6% +$13.2K 0.03% 298
2025
Q1 		$250K Sell
827
-878
-51% -$244K 0.03% 293
2024
Q4 		$215K Buy
1,705
+776
+84% +$220K 0.03% 305
2024
Q3 		$268K Sell
929
-20
-2% -$5.48K 0.04% 288
2024
Q2 		$242K Sell
949
-9
-0.9% -$2.31K 0.03% 281
2024
Q1 		$248K Sell
958
-13
-1% -$3.2K 0.04% 283
2023
Q4 		$219K Sell
971
-6
-0.6% -$1.31K 0.03% 282
2023
Q3 		$203K Buy
+977
New +$198K 0.03% 281
2019
Q1 		– Sell
-7,621
Closed -$984K – 183
2018
Q4 		$984K Sell
7,621
-141
-2% -$18.2K 0.27% 54
2018
Q3 		$1.04M Sell
7,762
-56
-0.7% -$7.58K 0.3% 60
2018
Q2 		$993K Sell
7,818
-210
-3% -$27.9K 0.37% 57
2018
Q1 		$1.1M Buy
8,028
+10
+0.1% +$1.45K 0.47% 48
2017
Q4 		$1.17M Sell
8,018
-42
-0.5% -$6.28K 0.45% 52
2017
Q3 		$1.15M Sell
8,060
-4,224
-34% -$611K 0.56% 49
2017
Q2 		$1.79M Sell
12,284
-182
-1% -$25.6K 1.08% 22
2017
Q1 		$1.7M Sell
12,466
-86
-0.7% -$11.6K 0.67% 33
2016
Q4 		$1.66M Buy
+12,552
New +$1.6M 0.83% 29
2016
Q1 		– Sell
-14,267
Closed -$1.67M – 86
2015
Q4 		$1.67M Sell
14,267
-443
-3% -$50.1K 1.63% 18
2015
Q3 		$1.52M Sell
14,710
-3
-0% -$314 1.5% 23
2015
Q2 		$1.5M Sell
14,713
-160
-1% -$17.2K 1.37% 28
2015
Q1 		$1.66M Buy
14,873
+215
+1% +$24.2K 1.54% 22
2014
Q4 		$1.68M Buy
+14,658
New +$1.62M 1.38% 28

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

L.J. Altfest & Co's CB Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Chubb (CB) stake by 0.8% in Q2 2026, selling an estimated $2.28K and leaving 869 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #267.

L.J. Altfest & Co first reported a position in CB in Q4 2014 and has held it in 26 quarters since. The position peaked at $1.79M in Q2 2017. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • L.J. Altfest & Co held 869 shares of Chubb worth $296K as of Q2 2026.
  • L.J. Altfest & Co sold 7 Chubb shares in Q2 2026, an estimated $2.28K.
  • Chubb made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #267 holding.
  • L.J. Altfest & Co first reported a position in Chubb in Q4 2014 and has held it in 26 quarters since.
  • L.J. Altfest & Co's Chubb position peaked at $1.79M in Q2 2017.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.