Money Concepts Capital’s Chubb CB Stock Holding History

Money Concepts Capital’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	$2.41M	Buy	7,068 +3,113	+79%	+$1.02M	0.11%	171
2026 Q1	$1.29M	Buy	3,955 +521	+15%	+$167K	0.07%	252
2025 Q4	$1.07M	Buy	3,434 +660	+24%	+$193K	0.06%	261
2025 Q3	$783K	Buy	2,774 +1,686	+155%	+$464K	0.05%	274
2025 Q2	$315K	Sell	1,088 -746	-41%	-$215K	0.02%	367
2025 Q1	$554K	Buy	1,834 +20	+1%	+$5.56K	0.04%	285
2024 Q4	$501K	Hold	1,814	–	–	0.04%	294
2024 Q3	$523K	Buy	+1,814	New	+$497K	0.04%	291
2023 Q1	–	Sell	-1,249	Closed	-$276K	–	835
2022 Q4	$276K	Buy	1,249 +1,152	+1,188%	+$240K	0.01%	579
2022 Q3	$18K	Buy	+97	New	+$18.4K	﹤0.01%	937
2022 Q2	–	Sell	-157	Closed	-$34K	–	1613
2022 Q1	$34K	Buy	+157	New	+$31.9K	﹤0.01%	1384

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

Money Concepts Capital's CB Position: Q2 2026 in Review

Money Concepts Capital increased its Chubb (CB) stake by 79% in Q2 2026, buying an estimated $1.02M and bringing the position to 7,068 shares worth $2.41M. The position accounts for 0.11% of the portfolio, ranked #171.

Money Concepts Capital first reported a position in CB in Q1 2022 and has held it in 11 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Money Concepts Capital held 7,068 shares of Chubb worth $2.41M as of Q2 2026.
Money Concepts Capital bought 3,113 Chubb shares in Q2 2026, an estimated $1.02M.
Chubb made up 0.11% of Money Concepts Capital's portfolio in Q2 2026, its #171 holding.
Money Concepts Capital first reported a position in Chubb in Q1 2022 and has held it in 11 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.