Pines Wealth Management’s Chubb CB Stock Holding History

Pines Wealth 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	$291K	Buy	853 +215	+34%	+$70.1K	0.08%	185
2026 Q1	$208K	Buy	+638	New	+$205K	0.07%	212

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

Pines Wealth Management's CB Position: Q2 2026 in Review

Pines Wealth Management increased its Chubb (CB) stake by 34% in Q2 2026, buying an estimated $70.1K and bringing the position to 853 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #185.

Pines Wealth Management first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Pines Wealth Management held 853 shares of Chubb worth $291K as of Q2 2026.
Pines Wealth Management bought 215 Chubb shares in Q2 2026, an estimated $70.1K.
Chubb made up 0.08% of Pines Wealth Management's portfolio in Q2 2026, its #185 holding.
Pines Wealth Management first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.