Marathon Capital Management’s Chubb CB Stock Holding History

Marathon Capital 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	$4.1M	Sell	12,035 -350	-3%	-$114K	0.83%	39
2026 Q1	$4.04M	Sell	12,385 -355	-3%	-$114K	0.91%	36
2025 Q4	$3.98M	Buy	12,740 +140	+1%	+$40.9K	0.86%	42
2025 Q3	$3.56M	Buy	12,600 +1,860	+17%	+$512K	0.81%	39
2025 Q2	$3.11M	Sell	10,740 -175	-2%	-$50.4K	0.79%	38
2025 Q1	$3.3M	Buy	10,915 +905	+9%	+$251K	0.88%	35
2024 Q4	$2.77M	Sell	10,010 -45	-0.4%	-$12.8K	0.69%	40
2024 Q3	$2.9M	Buy	10,055 +270	+3%	+$74K	0.7%	39
2024 Q2	$2.5M	Sell	9,785 -180	-2%	-$46.2K	0.64%	39
2024 Q1	$2.58M	Buy	9,965 +35	+0.4%	+$8.61K	0.62%	42
2023 Q4	$2.24M	Buy	9,930 +170	+2%	+$37.2K	0.56%	47
2023 Q3	$2.03M	Buy	+9,760	New	+$1.97M	0.51%	50

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marathon Capital Management's CB Position: Q2 2026 in Review

Marathon Capital Management reduced its Chubb (CB) stake by 2.8% in Q2 2026, selling an estimated $114K and leaving 12,035 shares worth $4.1M. The position accounts for 0.83% of the portfolio, ranked #39.

Marathon Capital Management first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Marathon Capital Management held 12,035 shares of Chubb worth $4.1M as of Q2 2026.
Marathon Capital Management sold 350 Chubb shares in Q2 2026, an estimated $114K.
Chubb made up 0.83% of Marathon Capital Management's portfolio in Q2 2026, its #39 holding.
Marathon Capital Management first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.