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Millstone Evans Group’s Chubb CB Stock Holding History

Millstone Evans 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 		$47.7K Sell
140
-87
-38% -$28.4K 0.03% 351
2026
Q1 		$74K Hold
227
– – 0.04% 267
2025
Q4 		$70.9K Hold
227
– – 0.04% 275
2025
Q3 		$64.1K Sell
227
-78
-26% -$21.5K 0.04% 273
2025
Q2 		$88.4K Sell
305
-54
-15% -$15.5K 0.06% 218
2025
Q1 		$108K Hold
359
– – 0.07% 185
2024
Q4 		$99.2K Buy
+359
New +$102K 0.07% 192

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

Millstone Evans Group's CB Position: Q2 2026 in Review

Millstone Evans Group reduced its Chubb (CB) stake by 38% in Q2 2026, selling an estimated $28.4K and leaving 140 shares worth $47.7K. The position accounts for 0.03% of the portfolio, ranked #351.

Millstone Evans Group first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $108K in Q1 2025. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Millstone Evans Group held 140 shares of Chubb worth $47.7K as of Q2 2026.
  • Millstone Evans Group sold 87 Chubb shares in Q2 2026, an estimated $28.4K.
  • Chubb made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #351 holding.
  • Millstone Evans Group first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Chubb position peaked at $108K in Q1 2025.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.