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Marble Wealth’s Chubb CB Stock Holding History

Marble Wealth’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 		$265K Sell
779
-40
-5% -$13K 0.04% 205
2026
Q1 		$267K Sell
819
-585
-42% -$188K 0.05% 191
2025
Q4 		$438K Buy
+1,404
New +$411K 0.06% 188

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

Marble Wealth's CB Position: Q2 2026 in Review

Marble Wealth reduced its Chubb (CB) stake by 4.9% in Q2 2026, selling an estimated $13K and leaving 779 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #205.

Marble Wealth first reported a position in CB in Q4 2025 and has held it in 3 quarters since. The position peaked at $438K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Marble Wealth held 779 shares of Chubb worth $265K as of Q2 2026.
  • Marble Wealth sold 40 Chubb shares in Q2 2026, an estimated $13K.
  • Chubb made up 0.04% of Marble Wealth's portfolio in Q2 2026, its #205 holding.
  • Marble Wealth first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's Chubb position peaked at $438K in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.