Narus Financial Partners’s Chubb CB Stock Holding History

Narus Financial Partners’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	–	Sell	-645	Closed	-$210K	–	179
2026 Q1	$210K	Buy	+645	New	+$207K	0.06%	159

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

Narus Financial Partners's CB Position: Q2 2026 in Review

Narus Financial Partners sold out of Chubb (CB) in Q2 2026, closing a stake of 645 shares — an estimated $210K sold.

Narus Financial Partners first reported a position in CB in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Narus Financial Partners reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Narus Financial Partners sold 645 Chubb shares in Q2 2026, an estimated $210K.
Narus Financial Partners first reported a position in Chubb in Q1 2026 and held it in 1 quarter.
Narus Financial Partners's Chubb position peaked at $210K in Q1 2026.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.