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Navigoe Wealth Management’s Chubb CB Stock Holding History

Navigoe 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 		$20K Buy
61
+4
+7% +$1.3K 0.01% 120
2026
Q1 		$18K Hold
57
– – 0.01% 105
2025
Q4 		$17K Hold
57
– – 0.01% 115
2025
Q3 		$16K Buy
57
+7
+14% +$1.93K 0.01% 123
2025
Q2 		$14K Hold
50
– – 0.01% 100
2025
Q1 		$15K Hold
50
– – 0.01% 101
2024
Q4 		$13K Buy
+50
New +$14.2K 0.01% 103

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

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

Navigoe Wealth Management increased its Chubb (CB) stake by 7% in Q2 2026, buying an estimated $1.3K and bringing the position to 61 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #120.

Navigoe Wealth Management first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Navigoe Wealth Management held 61 shares of Chubb worth $20K as of Q2 2026.
  • Navigoe Wealth Management bought 4 Chubb shares in Q2 2026, an estimated $1.3K.
  • Chubb made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Navigoe Wealth Management first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.