Principle Wealth Partners’s Chubb CB Stock Holding History

Principle Wealth Partners’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	$1.23M	Buy	3,616 +115	+3%	+$37.5K	0.06%	171
2026 Q1	$1.14M	Buy	3,501 +18	+0.5%	+$5.78K	0.07%	162
2025 Q4	$1.09M	Hold	3,483	–	–	0.06%	163
2025 Q3	$983K	Sell	3,483 -4	-0.1%	-$1.1K	0.06%	167
2025 Q2	$1.01M	Sell	3,487 -1	-0%	-$288	0.06%	161
2025 Q1	$1.05M	Hold	3,488	–	–	0.08%	155
2024 Q4	$964K	Sell	3,488 -10	-0.3%	-$2.84K	0.07%	159
2024 Q3	$1.01M	Hold	3,498	–	–	0.07%	158
2024 Q2	$892K	Buy	3,498 +10	+0.3%	+$2.57K	0.07%	163
2024 Q1	$904K	Buy	3,488 +417	+14%	+$103K	0.07%	166
2023 Q4	$694K	Hold	3,071	–	–	0.06%	182
2023 Q3	$639K	Hold	3,071	–	–	0.06%	179
2023 Q2	$591K	Hold	3,071	–	–	0.06%	184
2023 Q1	$596K	Hold	3,071	–	–	0.06%	176
2022 Q4	$677K	Sell	3,071 -6	-0.2%	-$1.25K	0.08%	164
2022 Q3	$560K	Hold	3,077	–	–	0.05%	170
2022 Q2	$605K	Hold	3,077	–	–	0.07%	175
2022 Q1	$658K	Hold	3,077	–	–	0.07%	173
2021 Q4	$595K	Buy	3,077 +6	+0.2%	+$1.13K	0.06%	184
2021 Q3	$533K	Sell	3,071 -19	-0.6%	-$3.33K	0.06%	190
2021 Q2	$491K	Hold	3,090	–	–	0.06%	200
2021 Q1	$488K	Buy	3,090 +870	+39%	+$140K	0.06%	195
2020 Q4	$342K	Buy	+2,220	New	+$311K	0.05%	212
2020 Q3	–	Sell	-360	Closed	-$46K	–	193
2020 Q2	$46K	Buy	+360	New	+$41.7K	0.01%	283

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

Principle Wealth Partners's CB Position: Q2 2026 in Review

Principle Wealth Partners increased its Chubb (CB) stake by 3.3% in Q2 2026, buying an estimated $37.5K and bringing the position to 3,616 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #171.

Principle Wealth Partners first reported a position in CB in Q2 2020 and has held it in 24 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Principle Wealth Partners held 3,616 shares of Chubb worth $1.23M as of Q2 2026.
Principle Wealth Partners bought 115 Chubb shares in Q2 2026, an estimated $37.5K.
Chubb made up 0.06% of Principle Wealth Partners's portfolio in Q2 2026, its #171 holding.
Principle Wealth Partners first reported a position in Chubb in Q2 2020 and has held it in 24 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.