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Patrick M. Sweeney & Associates’s Chubb CB Stock Holding History

Patrick M. Sweeney & Associates’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 		$786K Buy
2,308
+61
+3% +$19.9K 0.45% 57
2026
Q1 		$733K Hold
2,247
– – 0.47% 54
2025
Q4 		$701K Buy
2,247
+13
+0.6% +$3.8K 0.44% 59
2025
Q3 		$631K Buy
2,234
+60
+3% +$16.5K 0.41% 59
2025
Q2 		$617K Buy
2,174
+55
+3% +$15.8K 0.42% 61
2025
Q1 		$640K Buy
2,119
+20
+1% +$5.56K 0.48% 50
2024
Q4 		$580K Buy
2,099
+100
+5% +$28.4K 0.43% 60
2024
Q3 		$576K Buy
1,999
+190
+11% +$52.1K 0.42% 64
2024
Q2 		$462K Buy
1,809
+95
+6% +$24.4K 0.37% 70
2024
Q1 		$444K Buy
1,714
+36
+2% +$8.85K 0.37% 70
2023
Q4 		$379K Buy
+1,678
New +$367K 0.35% 76

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

Patrick M. Sweeney & Associates's CB Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Chubb (CB) stake by 2.7% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,308 shares worth $786K. The position accounts for 0.45% of the portfolio, ranked #57.

Patrick M. Sweeney & Associates first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Patrick M. Sweeney & Associates held 2,308 shares of Chubb worth $786K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 61 Chubb shares in Q2 2026, an estimated $19.9K.
  • Chubb made up 0.45% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #57 holding.
  • Patrick M. Sweeney & Associates first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.