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Moran Wealth Management’s Chubb CB Stock Holding History

Moran 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 		$256K Buy
+751
New +$245K 0.01% 478
2026
Q1 		– Sell
-1,457
Closed -$455K – 488
2025
Q4 		$455K Sell
1,457
-331
-19% -$96.8K 0.01% 407
2025
Q3 		$505K Buy
+1,788
New +$492K 0.02% 405
2025
Q1 		– Sell
-80,843
Closed -$22.3M – 446
2024
Q4 		$22.3M Buy
80,843
+93
+0.1% +$26.4K 0.71% 34
2024
Q3 		$23.3M Sell
80,750
-560
-0.7% -$154K 0.72% 38
2024
Q2 		$20.7M Sell
81,310
-9,115
-10% -$2.34M 0.68% 38
2024
Q1 		$23.4M Buy
90,425
+8,632
+11% +$2.12M 0.76% 30
2023
Q4 		$18.5M Sell
81,793
-2,905
-3% -$635K 0.66% 42
2023
Q3 		$17.6M Sell
84,698
-288
-0.3% -$58.2K 0.68% 45
2023
Q2 		$16.4M Sell
84,986
-715
-0.8% -$140K 0.61% 56
2023
Q1 		$16.6M Buy
85,701
+8,112
+10% +$1.7M 0.63% 58
2022
Q4 		$17.1M Buy
+77,589
New +$16.1M 0.65% 44

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

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

Moran Wealth Management opened a new position in Chubb (CB) in Q2 2026: 751 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in CB as recently as Q4 2025.

Moran Wealth Management first reported a position in CB in Q4 2022 and has held it in 12 quarters since. The position peaked at $23.4M in Q1 2024. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Moran Wealth Management held 751 shares of Chubb worth $256K as of Q2 2026.
  • Chubb was a new Moran Wealth Management position in Q2 2026.
  • Chubb made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Moran Wealth Management first reported a position in Chubb in Q4 2022 and has held it in 12 quarters since.
  • Moran Wealth Management's Chubb position peaked at $23.4M in Q1 2024.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.