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LightSquare Wealth Management’s Chubb CB Stock Holding History

LightSquare 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 		$448K Sell
1,314
-282
-18% -$92K 0.31% 61
2026
Q1 		$520K Buy
+1,596
New +$512K 0.39% 50

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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

LightSquare Wealth Management's CB Position: Q2 2026 in Review

LightSquare Wealth Management reduced its Chubb (CB) stake by 18% in Q2 2026, selling an estimated $92K and leaving 1,314 shares worth $448K. The position accounts for 0.31% of the portfolio, ranked #61.

LightSquare Wealth Management first reported a position in CB in Q1 2026 and has held it in 2 quarters since. The position peaked at $520K in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • LightSquare Wealth Management held 1,314 shares of Chubb worth $448K as of Q2 2026.
  • LightSquare Wealth Management sold 282 Chubb shares in Q2 2026, an estimated $92K.
  • Chubb made up 0.31% of LightSquare Wealth Management's portfolio in Q2 2026, its #61 holding.
  • LightSquare Wealth Management first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • LightSquare Wealth Management's Chubb position peaked at $520K in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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