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Montz Harcus Wealth Management’s Chubb CB Stock Holding History

Montz Harcus 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 		$228K Buy
669
+25
+4% +$8.15K 0.08% 88
2026
Q1 		$210K Buy
644
+2
+0.3% +$642 0.08% 88
2025
Q4 		$200K Buy
+642
New +$188K 0.08% 88

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

Montz Harcus Wealth Management's CB Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Chubb (CB) stake by 3.9% in Q2 2026, buying an estimated $8.15K and bringing the position to 669 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #88.

Montz Harcus Wealth Management first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Montz Harcus Wealth Management held 669 shares of Chubb worth $228K as of Q2 2026.
  • Montz Harcus Wealth Management bought 25 Chubb shares in Q2 2026, an estimated $8.15K.
  • Chubb made up 0.08% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Montz Harcus Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.