RMR Wealth Builders’s Chubb CB Stock Holding History

RMR Wealth Builders’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	$1.04M	Sell	3,034 -40	-1%	-$13K	0.06%	127
2026 Q1	$1.01M	Sell	3,074 -615	-17%	-$197K	0.08%	117
2025 Q4	$1.15M	Buy	3,689 +16	+0.4%	+$4.68K	0.09%	109
2025 Q3	$1.04M	Sell	3,673 -1,064	-22%	-$293K	0.09%	105
2025 Q2	$1.38M	Buy	4,737 +205	+5%	+$59K	0.13%	96
2025 Q1	$1.37M	Buy	4,532 +49	+1%	+$13.6K	0.14%	91
2024 Q4	$1.24M	Buy	4,483 +110	+3%	+$31.2K	0.13%	92
2024 Q3	$1.26M	Hold	4,373	–	–	0.13%	86
2024 Q2	$1.12M	Buy	4,373 +21	+0.5%	+$5.39K	0.13%	92
2024 Q1	$1.13M	Sell	4,352 -20	-0.5%	-$4.92K	0.14%	90
2023 Q4	$988K	Buy	4,372 +152	+4%	+$33.2K	0.14%	84
2023 Q3	$879K	Sell	4,220 -71	-2%	-$14.4K	0.14%	79
2023 Q2	$830K	Hold	4,291	–	–	0.14%	75
2023 Q1	$833K	Buy	4,291 +1	+0%	+$210	0.16%	74
2022 Q4	$950K	Sell	4,290 -194	-4%	-$40.4K	0.22%	56
2022 Q3	$819K	Hold	4,484	–	–	0.2%	58
2022 Q2	$885K	Buy	4,484 +7	+0.2%	+$1.44K	0.22%	65
2022 Q1	$961K	Buy	+4,477	New	+$910K	0.21%	68
2021 Q4	–	Sell	-5,152	Closed	-$898K	–	134
2021 Q3	$898K	Hold	5,152	–	–	0.26%	57
2021 Q2	$823K	Buy	5,152 +1	+0%	+$166	0.27%	64
2021 Q1	$814K	Buy	5,151 +218	+4%	+$35.1K	0.21%	68
2020 Q4	$759K	Sell	4,933 -380	-7%	-$53.3K	0.37%	51
2020 Q3	$617K	Buy	5,313 +592	+13%	+$74.4K	0.16%	99
2020 Q2	$598K	Buy	+4,721	New	+$547K	0.53%	42
2019 Q4	$718K	Buy	+4,613	New	+$706K	0.69%	36

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

RMR Wealth Builders's CB Position: Q2 2026 in Review

RMR Wealth Builders reduced its Chubb (CB) stake by 1.3% in Q2 2026, selling an estimated $13K and leaving 3,034 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #127.

RMR Wealth Builders first reported a position in CB in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.38M in Q2 2025. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

RMR Wealth Builders held 3,034 shares of Chubb worth $1.04M as of Q2 2026.
RMR Wealth Builders sold 40 Chubb shares in Q2 2026, an estimated $13K.
Chubb made up 0.06% of RMR Wealth Builders's portfolio in Q2 2026, its #127 holding.
RMR Wealth Builders first reported a position in Chubb in Q4 2019 and has held it in 25 quarters since.
RMR Wealth Builders's Chubb position peaked at $1.38M in Q2 2025.
2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.