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Left Brain Wealth Management’s Chubb CB Stock Holding History

Left Brain Wealth 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 		$6.83M Sell
20,034
-231
-1% -$75.3K 2.06% 19
2026
Q1 		$6.6M Sell
20,265
-17
-0.1% -$5.45K 2.59% 13
2025
Q4 		$6.33M Sell
20,282
-1,213
-6% -$355K 2.19% 15
2025
Q3 		$6.07M Buy
21,495
+164
+0.8% +$45.1K 1.9% 17
2025
Q2 		$6.18M Buy
21,331
+15,120
+243% +$4.35M 2.18% 15
2025
Q1 		$1.88M Sell
6,211
-187
-3% -$52K 0.82% 39
2024
Q4 		$1.77M Buy
6,398
+139
+2% +$39.5K 0.67% 41
2024
Q3 		$1.81M Buy
6,259
+115
+2% +$31.5K 0.84% 38
2024
Q2 		$1.57M Buy
6,144
+86
+1% +$22.1K 0.73% 36
2024
Q1 		$1.57M Buy
6,058
+176
+3% +$43.3K 0.76% 37
2023
Q4 		$1.33M Buy
5,882
+37
+0.6% +$8.09K 0.77% 41
2023
Q3 		$1.22M Buy
5,845
+140
+2% +$28.3K 0.76% 38
2023
Q2 		$1.1M Buy
5,705
+137
+2% +$26.8K 0.67% 42
2023
Q1 		$1.12M Buy
5,568
+88
+2% +$18.5K 0.76% 41
2022
Q4 		$1.21M Buy
+5,480
New +$1.14M 0.9% 32

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

Left Brain Wealth Management's CB Position: Q2 2026 in Review

Left Brain Wealth Management reduced its Chubb (CB) stake by 1.1% in Q2 2026, selling an estimated $75.3K and leaving 20,034 shares worth $6.83M. The position accounts for 2.06% of the portfolio, ranked #19.

Left Brain Wealth Management first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Left Brain Wealth Management held 20,034 shares of Chubb worth $6.83M as of Q2 2026.
  • Left Brain Wealth Management sold 231 Chubb shares in Q2 2026, an estimated $75.3K.
  • Chubb made up 2.06% of Left Brain Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Left Brain Wealth Management first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • 2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.