Measured Wealth Private Client Group’s Chubb CB Stock Holding History

Measured Wealth Private Client Group’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	$131K	Hold	383	–	–	0.03%	231
2026 Q1	$125K	Buy	383 +20	+6%	+$6.42K	0.03%	221
2025 Q4	$113K	Sell	363 -6	-2%	-$1.75K	0.03%	240
2025 Q3	$104K	Buy	+369	New	+$102K	0.03%	236
2018 Q4	–	Sell	-40	Closed	-$5K	–	190
2018 Q3	$5K	Buy	+40	New	+$5.41K	﹤0.01%	686

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

Measured Wealth Private Client Group's CB Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Chubb (CB) position steady in Q2 2026 at 383 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #231.

Measured Wealth Private Client Group first reported a position in CB in Q3 2018 and has held it in 5 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Measured Wealth Private Client Group held 383 shares of Chubb worth $131K as of Q2 2026.
Measured Wealth Private Client Group left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #231 holding.
Measured Wealth Private Client Group first reported a position in Chubb in Q3 2018 and has held it in 5 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.