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Lyell Wealth Management’s Chubb CB Stock Holding History

Lyell 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 		$2.2M Buy
+6,446
New +$2.1M 0.13% 94

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

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

Lyell Wealth Management opened a new position in Chubb (CB) in Q2 2026: 6,446 shares worth $2.2M. The stake represents 0.13% of the portfolio and ranks #94 among its holdings.

2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Lyell Wealth Management held 6,446 shares of Chubb worth $2.2M as of Q2 2026.
  • Chubb was a new Lyell Wealth Management position in Q2 2026.
  • Chubb made up 0.13% of Lyell Wealth Management's portfolio in Q2 2026, its #94 holding.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.