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Liberty One Investment Management’s Chubb CB Stock Holding History

Liberty One Investment 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 		$24.7M Sell
72,581
-4,871
-6% -$1.59M 2.47% 12
2026
Q1 		$25.2M Buy
77,452
+6,093
+9% +$1.95M 2.6% 13
2025
Q4 		$22.3M Sell
71,359
-110,021
-61% -$32.2M 2.85% 13
2025
Q3 		$51.2M Buy
+181,380
New +$49.9M 2.88% 20

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

Liberty One Investment Management's CB Position: Q2 2026 in Review

Liberty One Investment Management reduced its Chubb (CB) stake by 6.3% in Q2 2026, selling an estimated $1.59M and leaving 72,581 shares worth $24.7M. The position accounts for 2.47% of the portfolio, ranked #12.

Liberty One Investment Management first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $51.2M in Q3 2025. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Liberty One Investment Management held 72,581 shares of Chubb worth $24.7M as of Q2 2026.
  • Liberty One Investment Management sold 4,871 Chubb shares in Q2 2026, an estimated $1.59M.
  • Chubb made up 2.47% of Liberty One Investment Management's portfolio in Q2 2026, its #12 holding.
  • Liberty One Investment Management first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • Liberty One Investment Management's Chubb position peaked at $51.2M in Q3 2025.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.