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Omnia Family Wealth’s Chubb CB Stock Holding History

Omnia Family 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 		$268K Buy
786
+21
+3% +$6.85K 0.07% 80
2026
Q1 		$250K Sell
765
-217
-22% -$69.6K 0.08% 74
2025
Q4 		$307K Buy
982
+229
+30% +$67K 0.09% 73
2025
Q3 		$213K Sell
753
-168
-18% -$46.2K 0.07% 95
2025
Q2 		$268K Buy
921
+133
+17% +$38.3K 0.1% 74
2025
Q1 		$239K Buy
+788
New +$219K 0.1% 77
2024
Q4 		– Sell
-693
Closed -$200K – 80
2024
Q3 		$200K Buy
+693
New +$190K 0.09% 78
2022
Q2 		– Sell
-999
Closed -$214K – 65
2022
Q1 		$214K Buy
+999
New +$203K 0.14% 67
2020
Q1 		– Sell
-2,141
Closed -$335K – 76
2019
Q4 		$335K Buy
2,141
+763
+55% +$117K 0.15% 67
2019
Q3 		$223K Hold
1,378
– – 0.16% 80
2019
Q2 		$204K Sell
1,378
-11
-0.8% -$1.59K 0.1% 93
2019
Q1 		$196K Buy
1,389
+11
+0.8% +$1.46K 0.1% 91
2018
Q4 		$179K Sell
1,378
-16
-1% -$2.07K 0.1% 92
2018
Q3 		$187K Sell
1,394
-113
-7% -$15.3K 0.09% 90
2018
Q2 		$192K Sell
1,507
-47
-3% -$6.25K 0.09% 88
2018
Q1 		$214K Sell
1,554
-241
-13% -$34.9K 0.1% 84
2017
Q4 		$264K Buy
1,795
+293
+20% +$43.8K 0.12% 72
2017
Q3 		$215K Sell
1,502
-31
-2% -$4.49K 0.1% 81
2017
Q2 		$224K Buy
1,533
+116
+8% +$16.3K 0.11% 81
2017
Q1 		$193K Buy
1,417
+2
+0.1% +$269 0.09% 87
2016
Q4 		$188K Buy
+1,415
New +$180K 0.09% 89

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OP
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ZIC
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AV
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CTB
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Omnia Family Wealth's CB Position: Q2 2026 in Review

Omnia Family Wealth increased its Chubb (CB) stake by 2.7% in Q2 2026, buying an estimated $6.85K and bringing the position to 786 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #80.

Omnia Family Wealth first reported a position in CB in Q4 2016 and has held it in 21 quarters since. The position peaked at $335K in Q4 2019. 408 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Omnia Family Wealth held 786 shares of Chubb worth $268K as of Q2 2026.
  • Omnia Family Wealth bought 21 Chubb shares in Q2 2026, an estimated $6.85K.
  • Chubb made up 0.07% of Omnia Family Wealth's portfolio in Q2 2026, its #80 holding.
  • Omnia Family Wealth first reported a position in Chubb in Q4 2016 and has held it in 21 quarters since.
  • Omnia Family Wealth's Chubb position peaked at $335K in Q4 2019.
  • 408 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.