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Personal CFO Solutions’s Chubb CB Stock Holding History

Personal CFO Solutions’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 		$68.5M Buy
200,378
+8,196
+4% +$2.67M 9.9% 1
2026
Q1 		$62.8M Sell
192,182
-843
-0.4% -$270K 8.82% 1
2025
Q4 		$60.2M Sell
193,025
-126
-0.1% -$36.8K 9.57% 1
2025
Q3 		$54.5M Sell
193,151
-111
-0.1% -$30.5K 9.57% 1
2025
Q2 		$56M Sell
193,262
-293
-0.2% -$84.3K 10.36% 1
2025
Q1 		$58.5M Sell
193,555
-198
-0.1% -$55K 11.87% 1
2024
Q4 		$53.5M Sell
193,753
-42
-0% -$11.9K 10.53% 1
2024
Q3 		$55.9M Buy
193,795
+999
+0.5% +$274K 7.81% 1
2024
Q2 		$49.2M Buy
192,796
+23,557
+14% +$6.05M 7.56% 1
2024
Q1 		$43.9M Sell
169,239
-638
-0.4% -$157K 6.84% 1
2023
Q4 		$38.4M Sell
169,877
-1,299
-0.8% -$284K 6.65% 1
2023
Q3 		$35.6M Buy
171,176
+113,326
+196% +$22.9M 7.04% 1
2023
Q2 		$11.1M Sell
57,850
-104,919
-64% -$20.6M 2.26% 4
2023
Q1 		$31.6M Sell
162,769
-23,754
-13% -$4.99M 6.53% 1
2022
Q4 		$41.1M Buy
186,523
+113,104
+154% +$23.5M 8.71% 1
2022
Q3 		$13.4M Buy
73,419
+3
+0% +$570 3.35% 3
2022
Q2 		$14.4M Sell
73,416
-56
-0.1% -$11.5K 3.38% 3
2022
Q1 		$15.7M Sell
73,472
-25,194
-26% -$5.12M 3.1% 3
2021
Q4 		$19.1M Buy
98,666
+8,047
+9% +$1.51M 3.57% 3
2021
Q3 		$15.7M Sell
90,619
-2,405
-3% -$422K 3.22% 4
2021
Q2 		$14.8M Buy
93,024
+2,879
+3% +$477K 3.03% 4
2021
Q1 		$14.2M Buy
90,145
+272
+0.3% +$43.8K 3.08% 5
2020
Q4 		$13.8M Buy
89,873
+9,416
+12% +$1.32M 3.42% 4
2020
Q3 		$9M Sell
80,457
-65,470
-45% -$8.22M 3% 5
2020
Q2 		$18.5M Sell
145,927
-364
-0.2% -$42.2K 5.47% 3
2020
Q1 		$16.3M Sell
146,291
-227
-0.2% -$32.6K 5.87% 2
2019
Q4 		$22.8M Sell
146,518
-13,390
-8% -$2.05M 6.53% 1
2019
Q3 		$25.7M Buy
+159,908
New +$24.7M 10.24% 1

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

Personal CFO Solutions's CB Position: Q2 2026 in Review

Personal CFO Solutions increased its Chubb (CB) stake by 4.3% in Q2 2026, buying an estimated $2.67M and bringing the position to 200,378 shares worth $68.5M. The position accounts for 9.9% of the portfolio, ranked #1.

Personal CFO Solutions first reported a position in CB in Q3 2019 and has held it in 28 quarters since. 2,156 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Personal CFO Solutions held 200,378 shares of Chubb worth $68.5M as of Q2 2026.
  • Personal CFO Solutions bought 8,196 Chubb shares in Q2 2026, an estimated $2.67M.
  • Chubb made up 9.9% of Personal CFO Solutions's portfolio in Q2 2026, its #1 holding.
  • Personal CFO Solutions first reported a position in Chubb in Q3 2019 and has held it in 28 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.