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Naviter Wealth’s Chubb CB Stock Holding History

Naviter 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 		$418K Buy
1,222
+141
+13% +$46K 0.04% 235
2026
Q1 		$353K Buy
1,081
+119
+12% +$38.2K 0.04% 222
2025
Q4 		$301K Sell
962
-383
-28% -$112K 0.04% 232
2025
Q3 		$381K Buy
1,345
+235
+21% +$64.7K 0.04% 216
2025
Q2 		$323K Buy
1,110
+116
+12% +$33.4K 0.04% 230
2025
Q1 		$296K Hold
994
– – 0.04% 235
2024
Q4 		$276K Buy
+994
New +$282K 0.03% 240

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

Naviter Wealth's CB Position: Q2 2026 in Review

Naviter Wealth increased its Chubb (CB) stake by 13% in Q2 2026, buying an estimated $46K and bringing the position to 1,222 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #235.

Naviter Wealth first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Naviter Wealth held 1,222 shares of Chubb worth $418K as of Q2 2026.
  • Naviter Wealth bought 141 Chubb shares in Q2 2026, an estimated $46K.
  • Chubb made up 0.04% of Naviter Wealth's portfolio in Q2 2026, its #235 holding.
  • Naviter Wealth first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.