Lavaca Capital’s Chubb CB Stock Holding History

Lavaca Capital’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	$127K	Buy	+372	New	+$121K	0.01%	144
2026 Q1	–	Sell	-300	Closed	-$93.6K	–	292
2025 Q4	$93.6K	Hold	300	–	–	0.02%	131
2025 Q3	$84.7K	Hold	300	–	–	0.01%	132
2025 Q2	$86.9K	Hold	300	–	–	0.03%	136
2025 Q1	$90.6K	Hold	300	–	–	0.04%	131
2024 Q4	$82.9K	Buy	+300	New	+$85.2K	0.03%	145
2023 Q4	–	Sell	-1,702	Closed	-$354K	–	101
2023 Q3	$354K	Buy	1,702 +10	+0.6%	+$2.02K	0.12%	119
2023 Q2	$326K	Sell	1,692 -82	-5%	-$16.1K	0.1%	128
2023 Q1	$347K	Buy	+1,774	New	+$373K	0.07%	152
2019 Q2	–	Sell	-82	Closed	-$11K	–	132
2019 Q1	$11K	Hold	82	–	–	0.01%	261
2018 Q4	$11K	Buy	+82	New	+$10.6K	0.01%	227

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 $3.37T AUM 44.26% 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

Lavaca Capital's CB Position: Q2 2026 in Review

Lavaca Capital opened a new position in Chubb (CB) in Q2 2026: 372 shares worth $127K. The stake represents 0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: Lavaca Capital previously reported a position in CB as recently as Q4 2025.

Lavaca Capital first reported a position in CB in Q4 2018 and has held it in 11 quarters since. The position peaked at $354K in Q3 2023. 2,158 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Lavaca Capital held 372 shares of Chubb worth $127K as of Q2 2026.
Chubb was a new Lavaca Capital position in Q2 2026.
Chubb made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #144 holding.
Lavaca Capital first reported a position in Chubb in Q4 2018 and has held it in 11 quarters since.
Lavaca Capital's Chubb position peaked at $354K in Q3 2023.
2,158 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.