Private Wealth Asset Management’s Chubb CB Stock Holding History

Private Wealth Asset 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	$664K	Buy	1,949 +1,066	+121%	+$348K	0.06%	162
2026 Q1	$288K	Buy	883 +15	+2%	+$4.81K	0.03%	221
2025 Q4	$271K	Buy	868 +23	+3%	+$6.72K	0.03%	234
2025 Q3	$238K	Sell	845 -751	-47%	-$207K	0.03%	223
2025 Q2	$462K	Sell	1,596 -10	-0.6%	-$2.88K	0.06%	168
2025 Q1	$485K	Buy	+1,606	New	+$446K	0.07%	152

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

Private Wealth Asset Management's CB Position: Q2 2026 in Review

Private Wealth Asset Management increased its Chubb (CB) stake by 121% in Q2 2026, buying an estimated $348K and bringing the position to 1,949 shares worth $664K. The position accounts for 0.06% of the portfolio, ranked #162.

Private Wealth Asset Management first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Private Wealth Asset Management held 1,949 shares of Chubb worth $664K as of Q2 2026.
Private Wealth Asset Management bought 1,066 Chubb shares in Q2 2026, an estimated $348K.
Chubb made up 0.06% of Private Wealth Asset Management's portfolio in Q2 2026, its #162 holding.
Private Wealth Asset Management first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.