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McLean Asset Management’s Chubb CB Stock Holding History

McLean Asset 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 		$376K Sell
1,072
-12
-1% -$3.91K 0.05% 126
2026
Q1 		$353K Buy
1,084
+85
+9% +$27.3K 0.06% 118
2025
Q4 		$301K Sell
999
-6
-0.6% -$1.75K 0.05% 132
2025
Q3 		$288K Sell
1,005
-54
-5% -$14.9K 0.06% 135
2025
Q2 		$297K Buy
1,059
+29
+3% +$8.35K 0.08% 124
2025
Q1 		$283K Sell
1,030
-89
-8% -$24.7K 0.09% 116
2024
Q4 		$309K Buy
1,119
+111
+11% +$31.5K 0.09% 113
2024
Q3 		$293K Buy
1,008
+1
+0.1% +$274 0.09% 115
2024
Q2 		$258K Sell
1,007
-25
-2% -$6.42K 0.08% 124
2024
Q1 		$256K Buy
1,032
+8
+0.8% +$1.97K 0.09% 126
2023
Q4 		$233K Hold
1,024
– – 0.09% 126
2023
Q3 		$215K Buy
+1,024
New +$207K 0.09% 123
2023
Q1 		– Sell
-1,007
Closed -$222K – 130
2022
Q4 		$222K Sell
1,007
-88
-8% -$18.3K 0.08% 125
2022
Q3 		$202K Hold
1,095
– – 0.08% 125
2022
Q2 		$212K Buy
1,095
+4
+0.4% +$824 0.08% 118
2022
Q1 		$233K Buy
1,091
+19
+2% +$3.86K 0.17% 109
2021
Q4 		$212K Buy
+1,072
New +$201K 0.08% 125

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

McLean Asset Management's CB Position: Q2 2026 in Review

McLean Asset Management reduced its Chubb (CB) stake by 1.1% in Q2 2026, selling an estimated $3.91K and leaving 1,072 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #126.

McLean Asset Management first reported a position in CB in Q4 2021 and has held it in 17 quarters since. 2,161 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • McLean Asset Management held 1,072 shares of Chubb worth $376K as of Q2 2026.
  • McLean Asset Management sold 12 Chubb shares in Q2 2026, an estimated $3.91K.
  • Chubb made up 0.05% of McLean Asset Management's portfolio in Q2 2026, its #126 holding.
  • McLean Asset Management first reported a position in Chubb in Q4 2021 and has held it in 17 quarters since.
  • 2,161 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.