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Rialto Wealth Management’s Chubb CB Stock Holding History

Rialto 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 		$12.6K Buy
37
+14
+61% +$4.57K ﹤0.01% 499
2026
Q1 		$7.5K Buy
23
+5
+28% +$1.6K ﹤0.01% 508
2025
Q4 		$5.62K Buy
18
+10
+125% +$2.92K ﹤0.01% 506
2025
Q3 		$2.26K Sell
8
-7
-47% -$1.93K ﹤0.01% 636
2025
Q2 		$4.35K Buy
+15
New +$4.32K ﹤0.01% 476

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

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

Rialto Wealth Management increased its Chubb (CB) stake by 61% in Q2 2026, buying an estimated $4.57K and bringing the position to 37 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Rialto Wealth Management first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Rialto Wealth Management held 37 shares of Chubb worth $12.6K as of Q2 2026.
  • Rialto Wealth Management bought 14 Chubb shares in Q2 2026, an estimated $4.57K.
  • Chubb made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #499 holding.
  • Rialto Wealth Management first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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