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Meridian Wealth Management’s Chubb CB Stock Holding History

Meridian 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 		$1.6M Buy
4,702
+927
+25% +$302K 0.05% 299
2026
Q1 		$1.23M Buy
3,775
+450
+14% +$144K 0.04% 321
2025
Q4 		$1.04M Buy
3,325
+56
+2% +$16.4K 0.04% 343
2025
Q3 		$923K Sell
3,269
-45
-1% -$12.4K 0.04% 342
2025
Q2 		$960K Buy
3,314
+22
+0.7% +$6.33K 0.04% 319
2025
Q1 		$994K Sell
3,292
-216
-6% -$60K 0.05% 293
2024
Q4 		$969K Sell
3,508
-1,533
-30% -$435K 0.05% 295
2024
Q3 		$1.45M Buy
5,041
+44
+0.9% +$12.1K 0.07% 218
2024
Q2 		$1.27M Buy
+4,997
New +$1.28M 0.15% 104
2024
Q1 		– Sell
-2,634
Closed -$595K – 233
2023
Q4 		$595K Buy
2,634
+427
+19% +$93.4K 0.04% 346
2023
Q3 		$459K Sell
2,207
-26
-1% -$5.26K 0.03% 383
2023
Q2 		$430K Hold
2,233
– – 0.04% 353
2023
Q1 		$434K Sell
2,233
-55
-2% -$11.6K 0.04% 345
2022
Q4 		$505K Buy
2,288
+97
+4% +$20.2K 0.05% 304
2022
Q3 		$398K Sell
2,191
-255
-10% -$48.4K 0.04% 314
2022
Q2 		$481K Buy
2,446
+327
+15% +$67.4K 0.04% 357
2022
Q1 		$453K Sell
2,119
-42
-2% -$8.54K 0.05% 252
2021
Q4 		$418K Buy
2,161
+441
+26% +$82.8K 0.04% 263
2021
Q3 		$298K Hold
1,720
– – 0.04% 305
2021
Q2 		$274K Buy
1,720
+15
+0.9% +$2.49K 0.03% 318
2021
Q1 		$269K Buy
1,705
+107
+7% +$17.2K 0.04% 292
2020
Q4 		$245K Buy
+1,598
New +$224K 0.04% 285
2019
Q3 		– Sell
-189
Closed -$27.9K – 231
2019
Q2 		$27.9K Buy
+189
New +$27.3K 0.01% 475

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

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

Meridian Wealth Management increased its Chubb (CB) stake by 25% in Q2 2026, buying an estimated $302K and bringing the position to 4,702 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #299.

Meridian Wealth Management first reported a position in CB in Q2 2019 and has held it in 23 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Meridian Wealth Management held 4,702 shares of Chubb worth $1.6M as of Q2 2026.
  • Meridian Wealth Management bought 927 Chubb shares in Q2 2026, an estimated $302K.
  • Chubb made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Meridian Wealth Management first reported a position in Chubb in Q2 2019 and has held it in 23 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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