QWP
CB icon

Quotient Wealth Partners’s Chubb CB Stock Holding History

Quotient 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 		$536K Buy
1,573
+157
+11% +$51.2K 0.01% 198
2026
Q1 		$462K Sell
1,416
-35
-2% -$11.2K 0.01% 207
2025
Q4 		$453K Buy
1,451
+54
+4% +$15.8K 0.01% 211
2025
Q3 		$394K Sell
1,397
-97
-6% -$26.7K 0.01% 237
2025
Q2 		$433K Buy
1,494
+73
+5% +$21K 0.01% 207
2025
Q1 		$429K Buy
1,421
+58
+4% +$16.1K 0.01% 194
2024
Q4 		$377K Buy
1,363
+197
+17% +$55.9K 0.01% 213
2024
Q3 		$336K Buy
1,166
+115
+11% +$31.5K 0.01% 230
2024
Q2 		$268K Buy
1,051
+41
+4% +$10.5K 0.01% 258
2024
Q1 		$262K Buy
1,010
+44
+5% +$10.8K 0.01% 253
2023
Q4 		$218K Buy
+966
New +$211K 0.01% 261

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

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

Quotient Wealth Partners increased its Chubb (CB) stake by 11% in Q2 2026, buying an estimated $51.2K and bringing the position to 1,573 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #198.

Quotient Wealth Partners first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Quotient Wealth Partners held 1,573 shares of Chubb worth $536K as of Q2 2026.
  • Quotient Wealth Partners bought 157 Chubb shares in Q2 2026, an estimated $51.2K.
  • Chubb made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Quotient Wealth Partners first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.