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LeClair Wealth Partners’s Chubb CB Stock Holding History

LeClair Wealth Partners’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 		$506K Sell
1,486
-492
-25% -$160K 0.26% 66
2026
Q1 		$645K Buy
1,978
+497
+34% +$159K 0.22% 50
2025
Q4 		$462K Hold
1,481
– – 0.27% 57
2025
Q3 		$418K Buy
1,481
+373
+34% +$103K 0.26% 56
2025
Q2 		$321K Hold
1,108
– – 0.22% 74
2025
Q1 		$335K Hold
1,108
– – 0.24% 72
2024
Q4 		$306K Buy
+1,108
New +$315K 0.2% 76

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

LeClair Wealth Partners's CB Position: Q2 2026 in Review

LeClair Wealth Partners reduced its Chubb (CB) stake by 25% in Q2 2026, selling an estimated $160K and leaving 1,486 shares worth $506K. The position accounts for 0.26% of the portfolio, ranked #66.

LeClair Wealth Partners first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $645K in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • LeClair Wealth Partners held 1,486 shares of Chubb worth $506K as of Q2 2026.
  • LeClair Wealth Partners sold 492 Chubb shares in Q2 2026, an estimated $160K.
  • Chubb made up 0.26% of LeClair Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • LeClair Wealth Partners first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • LeClair Wealth Partners's Chubb position peaked at $645K in Q1 2026.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.