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Lodestone Wealth Management’s Chubb CB Stock Holding History

Lodestone 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 		$53.1K Sell
156
-16
-9% -$5.22K 0.02% 306
2026
Q1 		$56K Hold
172
– – 0.02% 281
2025
Q4 		$53.5K Buy
+172
New +$50.3K 0.02% 286

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

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

Lodestone Wealth Management reduced its Chubb (CB) stake by 9.3% in Q2 2026, selling an estimated $5.22K and leaving 156 shares worth $53.1K. The position accounts for 0.02% of the portfolio, ranked #306.

Lodestone Wealth Management first reported a position in CB in Q4 2025 and has held it in 3 quarters since. The position peaked at $56K in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Lodestone Wealth Management held 156 shares of Chubb worth $53.1K as of Q2 2026.
  • Lodestone Wealth Management sold 16 Chubb shares in Q2 2026, an estimated $5.22K.
  • Chubb made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Lodestone Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Chubb position peaked at $56K in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.