RWM
CB icon

RBA Wealth Management’s Chubb CB Stock Holding History

RBA 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 		$248K Sell
728
-365
-33% -$119K 0.09% 77
2026
Q1 		$356K Sell
1,093
-40
-4% -$12.8K 0.13% 76
2025
Q4 		$354K Sell
1,133
-22
-2% -$6.43K 0.12% 74
2025
Q3 		$326K Hold
1,155
– – 0.11% 78
2025
Q2 		$335K Sell
1,155
-18
-2% -$5.18K 0.12% 78
2025
Q1 		$354K Sell
1,173
-342
-23% -$95K 0.14% 70
2024
Q4 		$419K Hold
1,515
– – 0.16% 66
2024
Q3 		$437K Sell
1,515
-70
-4% -$19.2K 0.17% 65
2024
Q2 		$404K Sell
1,585
-326
-17% -$83.7K 0.16% 66
2024
Q1 		$495K Sell
1,911
-38
-2% -$9.34K 0.2% 63
2023
Q4 		$441K Sell
1,949
-51
-3% -$11.2K 0.19% 64
2023
Q3 		$416K Hold
2,000
– – 0.2% 62
2023
Q2 		$385K Sell
2,000
-78
-4% -$15.3K 0.18% 66
2023
Q1 		$404K Sell
2,078
-10
-0.5% -$2.1K 0.2% 66
2022
Q4 		$461K Hold
2,088
– – 0.24% 63
2022
Q3 		$380K Sell
2,088
-40
-2% -$7.6K 0.22% 63
2022
Q2 		$418K Sell
2,128
-2
-0.1% -$412 0.23% 62
2022
Q1 		$456K Sell
2,130
-120
-5% -$24.4K 0.22% 67
2021
Q4 		$435K Buy
+2,250
New +$423K 0.21% 75
2021
Q2 		– Sell
-2,522
Closed -$398K – 60
2021
Q1 		$398K Sell
2,522
-312
-11% -$50.3K 0.34% 52
2020
Q4 		$436K Sell
2,834
-766
-21% -$107K 0.26% 78
2020
Q3 		$418K Sell
3,600
-446
-11% -$56K 0.28% 79
2020
Q2 		$512K Sell
4,046
-7,383
-65% -$856K 0.37% 71
2020
Q1 		$1.28M Sell
11,429
-3,177
-22% -$456K 1.1% 36
2019
Q4 		$2.27M Sell
14,606
-595
-4% -$91K 1.54% 33
2019
Q3 		$2.45M Sell
15,201
-1,254
-8% -$194K 1.87% 24
2019
Q2 		$2.42M Sell
16,455
-404
-2% -$58.3K 1.87% 29
2019
Q1 		$2.32M Buy
+16,859
New +$2.24M 1.81% 30

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

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

RBA Wealth Management reduced its Chubb (CB) stake by 33% in Q2 2026, selling an estimated $119K and leaving 728 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #77.

RBA Wealth Management first reported a position in CB in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.45M in Q3 2019. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • RBA Wealth Management held 728 shares of Chubb worth $248K as of Q2 2026.
  • RBA Wealth Management sold 365 Chubb shares in Q2 2026, an estimated $119K.
  • Chubb made up 0.09% of RBA Wealth Management's portfolio in Q2 2026, its #77 holding.
  • RBA Wealth Management first reported a position in Chubb in Q1 2019 and has held it in 28 quarters since.
  • RBA Wealth Management's Chubb position peaked at $2.45M in Q3 2019.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.