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Principal Securities’s Chubb CB Stock Holding History

Principal Securities’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 		$6.99M Sell
20,512
-175
-0.8% -$57.1K 0.08% 214
2026
Q1 		$6.74M Buy
20,687
+2,699
+15% +$866K 0.1% 191
2025
Q4 		$5.61M Buy
17,988
+2,630
+17% +$769K 0.09% 222
2025
Q3 		$4.33M Sell
15,358
-1,727
-10% -$475K 0.07% 261
2025
Q2 		$4.95M Buy
17,085
+3,160
+23% +$909K 0.09% 210
2025
Q1 		$3.85M Buy
13,925
+61
+0.4% +$16.9K 0.09% 231
2024
Q4 		$3.83M Buy
13,864
+2,590
+23% +$735K 0.09% 230
2024
Q3 		$3.25M Buy
11,274
+222
+2% +$60.9K 0.08% 237
2024
Q2 		$2.82M Buy
11,052
+269
+2% +$69.1K 0.08% 236
2024
Q1 		$2.79M Sell
10,783
-546
-5% -$134K 0.09% 216
2023
Q4 		$2.56M Buy
+11,329
New +$2.48M 0.1% 208

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

Principal Securities's CB Position: Q2 2026 in Review

Principal Securities reduced its Chubb (CB) stake by 0.85% in Q2 2026, selling an estimated $57.1K and leaving 20,512 shares worth $6.99M. The position accounts for 0.08% of the portfolio, ranked #214.

Principal Securities first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Principal Securities held 20,512 shares of Chubb worth $6.99M as of Q2 2026.
  • Principal Securities sold 175 Chubb shares in Q2 2026, an estimated $57.1K.
  • Chubb made up 0.08% of Principal Securities's portfolio in Q2 2026, its #214 holding.
  • Principal Securities first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.