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OneAscent Family Office’s Chubb CB Stock Holding History

OneAscent Family Office’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 		$304K Buy
+892
New +$291K 0.15% 147

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

OneAscent Family Office's CB Position: Q2 2026 in Review

OneAscent Family Office opened a new position in Chubb (CB) in Q2 2026: 892 shares worth $304K. The stake represents 0.15% of the portfolio and ranks #147 among its holdings.

2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • OneAscent Family Office held 892 shares of Chubb worth $304K as of Q2 2026.
  • Chubb was a new OneAscent Family Office position in Q2 2026.
  • Chubb made up 0.15% of OneAscent Family Office's portfolio in Q2 2026, its #147 holding.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.