Occidental Asset Management’s Chubb CB Stock Holding History

Occidental Asset 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	$4.32M	Buy	12,665 +608	+5%	+$198K	0.43%	64
2026 Q1	$3.93M	Sell	12,057 -3,199	-21%	-$1.03M	0.47%	62
2025 Q4	$4.76M	Buy	15,256 +700	+5%	+$205K	0.57%	54
2025 Q3	$4.11M	Buy	14,556 +807	+6%	+$222K	0.52%	61
2025 Q2	$3.98M	Buy	13,749 +357	+3%	+$103K	0.55%	56
2025 Q1	$4.04M	Buy	13,392 +1,031	+8%	+$286K	0.61%	50
2024 Q4	$3.42M	Buy	12,361 +1,019	+9%	+$289K	0.53%	58
2024 Q3	$3.27M	Buy	11,342 +620	+6%	+$170K	0.53%	53
2024 Q2	$2.73M	Buy	10,722 +586	+6%	+$150K	0.48%	58
2024 Q1	$2.63M	Buy	10,136 +1,661	+20%	+$408K	0.49%	64
2023 Q4	$1.92M	Buy	8,475 +1,122	+15%	+$245K	0.4%	76
2023 Q3	$1.53M	Buy	7,353 +881	+14%	+$178K	0.35%	77
2023 Q2	$1.25M	Buy	+6,472	New	+$1.27M	0.28%	96

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

Occidental Asset Management's CB Position: Q2 2026 in Review

Occidental Asset Management increased its Chubb (CB) stake by 5% in Q2 2026, buying an estimated $198K and bringing the position to 12,665 shares worth $4.32M. The position accounts for 0.43% of the portfolio, ranked #64.

Occidental Asset Management first reported a position in CB in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.76M in Q4 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Occidental Asset Management held 12,665 shares of Chubb worth $4.32M as of Q2 2026.
Occidental Asset Management bought 608 Chubb shares in Q2 2026, an estimated $198K.
Chubb made up 0.43% of Occidental Asset Management's portfolio in Q2 2026, its #64 holding.
Occidental Asset Management first reported a position in Chubb in Q2 2023 and has held it in 13 quarters since.
Occidental Asset Management's Chubb position peaked at $4.76M in Q4 2025.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.