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Oak Harbor Wealth Partners’s Chubb CB Stock Holding History

Oak Harbor Wealth 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
-2,857
Closed -$931K – 234
2026
Q1 		$931K Sell
2,857
-163
-5% -$52.3K 0.22% 101
2025
Q4 		$943K Sell
3,020
-135
-4% -$39.5K 0.23% 99
2025
Q3 		$890K Sell
3,155
-1,018
-24% -$280K 0.22% 100
2025
Q2 		$1.21M Sell
4,173
-615
-13% -$177K 0.33% 68
2025
Q1 		$1.45M Sell
4,788
-2,466
-34% -$685K 0.41% 61
2024
Q4 		$2M Sell
7,254
-94
-1% -$26.7K 0.58% 47
2024
Q3 		$2.12M Sell
7,348
-209
-3% -$57.3K 0.6% 44
2024
Q2 		$1.93M Sell
7,557
-152
-2% -$39K 0.61% 45
2024
Q1 		$2M Buy
7,709
+30
+0.4% +$7.38K 0.62% 44
2023
Q4 		$1.74M Sell
7,679
-615
-7% -$134K 0.58% 47
2023
Q3 		$1.73M Buy
8,294
+525
+7% +$106K 0.61% 48
2023
Q2 		$1.5M Buy
7,769
+34
+0.4% +$6.66K 0.51% 54
2023
Q1 		$1.5M Buy
7,735
+939
+14% +$197K 0.55% 53
2022
Q4 		$1.5M Buy
6,796
+79
+1% +$16.4K 0.57% 51
2022
Q3 		$1.22M Buy
6,717
+517
+8% +$98.2K 0.48% 57
2022
Q2 		$1.22M Sell
6,200
-128
-2% -$26.4K 0.49% 56
2022
Q1 		$1.35M Buy
6,328
+86
+1% +$17.5K 0.44% 57
2021
Q4 		$1.21M Buy
+6,242
New +$1.17M 0.41% 60

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State Street
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T. Rowe Price Associates
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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
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Oak Harbor Wealth Partners's CB Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Chubb (CB) in Q2 2026, closing a stake of 2,857 shares — an estimated $931K sold.

Oak Harbor Wealth Partners first reported a position in CB in Q4 2021 and held it in 18 quarters. The position peaked at $2.12M in Q3 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 2,857 Chubb shares in Q2 2026, an estimated $931K.
  • Oak Harbor Wealth Partners first reported a position in Chubb in Q4 2021 and held it in 18 quarters.
  • Oak Harbor Wealth Partners's Chubb position peaked at $2.12M in Q3 2024.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.