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NewEdge Wealth’s Chubb CB Stock Holding History

NewEdge 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 		$4.5M Buy
13,199
+609
+5% +$199K 0.04% 262
2026
Q1 		$4.1M Sell
12,590
-7,336
-37% -$2.35M 0.05% 263
2025
Q4 		$6.22M Buy
19,926
+5,581
+39% +$1.63M 0.07% 192
2025
Q3 		$4.06M Buy
14,345
+226
+2% +$62.2K 0.06% 244
2025
Q2 		$3.8M Buy
14,119
+6,016
+74% +$1.73M 0.06% 251
2025
Q1 		$2.45M Sell
8,103
-515
-6% -$143K 0.04% 314
2024
Q4 		$2.38M Sell
8,618
-14
-0.2% -$3.98K 0.04% 313
2024
Q3 		$2.49M Buy
8,632
+1,432
+20% +$393K 0.04% 311
2024
Q2 		$1.84M Sell
7,200
-2,081
-22% -$534K 0.04% 337
2024
Q1 		$2.32M Buy
9,281
+2,114
+29% +$520K 0.05% 299
2023
Q4 		$1.62M Buy
7,167
+959
+15% +$210K 0.04% 330
2023
Q3 		$1.29M Sell
6,208
-1,203
-16% -$243K 0.04% 319
2023
Q2 		$1.43M Buy
+7,411
New +$1.45M 0.05% 308
2023
Q1 		– Sell
-2,125
Closed -$469K – 613
2022
Q4 		$469K Buy
+2,125
New +$442K 0.02% 376
2022
Q3 		– Sell
-4,241
Closed -$834K – 531
2022
Q2 		$834K Buy
4,241
+891
+27% +$184K 0.04% 309
2022
Q1 		$717K Sell
3,350
-1,021
-23% -$207K 0.03% 259
2021
Q4 		$845K Buy
4,371
+2,639
+152% +$496K 0.04% 244
2021
Q3 		$301K Sell
1,732
-2,072
-54% -$363K 0.02% 247
2021
Q2 		$605K Sell
3,804
-42,421
-92% -$7.03M 0.05% 204
2021
Q1 		$7.3M Buy
46,225
+33,147
+253% +$5.34M 0.73% 42
2020
Q4 		$2.01M Buy
+13,078
New +$1.83M 0.62% 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

NewEdge Wealth's CB Position: Q2 2026 in Review

NewEdge Wealth increased its Chubb (CB) stake by 4.8% in Q2 2026, buying an estimated $199K and bringing the position to 13,199 shares worth $4.5M. The position accounts for 0.04% of the portfolio, ranked #262.

NewEdge Wealth first reported a position in CB in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.3M in Q1 2021. 2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • NewEdge Wealth held 13,199 shares of Chubb worth $4.5M as of Q2 2026.
  • NewEdge Wealth bought 609 Chubb shares in Q2 2026, an estimated $199K.
  • Chubb made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #262 holding.
  • NewEdge Wealth first reported a position in Chubb in Q4 2020 and has held it in 21 quarters since.
  • NewEdge Wealth's Chubb position peaked at $7.3M in Q1 2021.
  • 2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.