Moisand Fitzgerald Tamayo’s Chubb CB Stock Holding History

Moisand Fitzgerald Tamayo’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	$17K	Buy	+50	New	+$16.3K	﹤0.01%	305
2022 Q3	–	Sell	-4	Closed	-$1K	–	722
2022 Q2	$1K	Sell	4 -4	-50%	-$824	﹤0.01%	481
2022 Q1	$2K	Buy	+8	New	+$1.63K	﹤0.01%	369
2021 Q1	–	Sell	-7	Closed	-$1K	–	361
2020 Q4	$1K	Buy	+7	New	+$981	﹤0.01%	323
2020 Q1	–	Sell	-100	Closed	-$16K	–	259
2019 Q4	$16K	Hold	100	–	–	0.01%	173
2019 Q3	$16K	Hold	100	–	–	0.01%	168
2019 Q2	$15K	Hold	100	–	–	0.01%	172
2019 Q1	$14K	Hold	100	–	–	0.01%	179
2018 Q4	$13K	Hold	100	–	–	0.01%	178
2018 Q3	$13K	Hold	100	–	–	0.01%	197
2018 Q2	$13K	Hold	100	–	–	0.01%	182
2018 Q1	$14K	Hold	100	–	–	0.01%	188
2017 Q4	$15K	Hold	100	–	–	0.01%	172
2017 Q3	$14K	Buy	+100	New	+$14.5K	0.01%	189

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

Moisand Fitzgerald Tamayo's CB Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo opened a new position in Chubb (CB) in Q2 2026: 50 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Moisand Fitzgerald Tamayo previously reported a position in CB as recently as Q2 2022.

Moisand Fitzgerald Tamayo first reported a position in CB in Q3 2017 and has held it in 14 quarters since. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Moisand Fitzgerald Tamayo held 50 shares of Chubb worth $17K as of Q2 2026.
Chubb was a new Moisand Fitzgerald Tamayo position in Q2 2026.
Chubb made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #305 holding.
Moisand Fitzgerald Tamayo first reported a position in Chubb in Q3 2017 and has held it in 14 quarters since.
2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.