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Modera Wealth Management’s Chubb CB Stock Holding History

Modera 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 		$746K Buy
2,190
+9
+0.4% +$2.94K 0.01% 393
2026
Q1 		$711K Buy
2,181
+314
+17% +$101K 0.01% 374
2025
Q4 		$583K Buy
1,867
+66
+4% +$19.3K 0.01% 429
2025
Q3 		$508K Buy
1,801
+5
+0.3% +$1.38K 0.01% 455
2025
Q2 		$520K Sell
1,796
-28
-2% -$8.06K 0.01% 441
2025
Q1 		$551K Sell
1,824
-299
-14% -$83.1K 0.01% 412
2024
Q4 		$587K Buy
2,123
+308
+17% +$87.5K 0.01% 406
2024
Q3 		$523K Sell
1,815
-39
-2% -$10.7K 0.01% 406
2024
Q2 		$473K Buy
1,854
+125
+7% +$32.1K 0.01% 400
2024
Q1 		$448K Buy
1,729
+173
+11% +$42.5K 0.01% 407
2023
Q4 		$352K Buy
1,556
+100
+7% +$21.9K 0.01% 439
2023
Q3 		$303K Buy
1,456
+92
+7% +$18.6K 0.01% 450
2023
Q2 		$263K Buy
1,364
+166
+14% +$32.5K ﹤0.01% 483
2023
Q1 		$233K Hold
1,198
– – 0.01% 317
2022
Q4 		$264K Sell
1,198
-54
-4% -$11.2K 0.01% 300
2022
Q3 		$228K Buy
1,252
+54
+5% +$10.3K 0.01% 284
2022
Q2 		$236K Sell
1,198
-319
-21% -$65.7K 0.01% 292
2022
Q1 		$324K Sell
1,517
-2,534
-63% -$515K 0.01% 268
2021
Q4 		$783K Buy
+4,051
New +$761K 0.03% 201
2019
Q3 		– Sell
-1,361
Closed -$200K – 146
2019
Q2 		$200K Buy
+1,361
New +$197K 0.04% 140

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

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

Modera Wealth Management increased its Chubb (CB) stake by 0.41% in Q2 2026, buying an estimated $2.94K and bringing the position to 2,190 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #393.

Modera Wealth Management first reported a position in CB in Q2 2019 and has held it in 20 quarters since. The position peaked at $783K in Q4 2021. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Modera Wealth Management held 2,190 shares of Chubb worth $746K as of Q2 2026.
  • Modera Wealth Management bought 9 Chubb shares in Q2 2026, an estimated $2.94K.
  • Chubb made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #393 holding.
  • Modera Wealth Management first reported a position in Chubb in Q2 2019 and has held it in 20 quarters since.
  • Modera Wealth Management's Chubb position peaked at $783K in Q4 2021.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.