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Morton Brown Family Wealth’s Chubb CB Stock Holding History

Morton Brown Family Wealth’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 		$681 Buy
+2
New +$652 ﹤0.01% 332
2022
Q4 		– Sell
-48
Closed -$9.99K – 174
2022
Q3 		$9K Hold
48
– – 0.01% 112
2022
Q2 		$9K Buy
+48
New +$9.89K 0.01% 110

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's CB Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Chubb (CB) in Q2 2026: 2 shares worth $681. The stake represents ﹤0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in CB as recently as Q3 2022.

Morton Brown Family Wealth first reported a position in CB in Q2 2022 and has held it in 3 quarters since. The position peaked at $9K in Q3 2022. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Morton Brown Family Wealth held 2 shares of Chubb worth $681 as of Q2 2026.
  • Chubb was a new Morton Brown Family Wealth position in Q2 2026.
  • Chubb made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #332 holding.
  • Morton Brown Family Wealth first reported a position in Chubb in Q2 2022 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's Chubb position peaked at $9K in Q3 2022.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.