Robertson Stephens Wealth Management’s Chubb CB Stock Holding History

Robertson Stephens 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	$1.14M	Sell	3,333 -9	-0.3%	-$2.94K	0.03%	294
2026 Q1	$1.09M	Buy	3,342 +12	+0.4%	+$3.85K	0.03%	289
2025 Q4	$1.04M	Buy	3,330 +2,233	+204%	+$653K	0.03%	295
2025 Q3	$311K	Sell	1,097 -99	-8%	-$27.2K	0.01%	439
2025 Q2	$348K	Sell	1,196 -41	-3%	-$11.8K	0.01%	430
2025 Q1	$375K	Sell	1,237 -117	-9%	-$32.5K	0.01%	410
2024 Q4	$375K	Buy	1,354 +15	+1%	+$4.26K	0.01%	421
2024 Q3	$387K	Buy	1,339 +154	+13%	+$42.2K	0.01%	469
2024 Q2	$303K	Buy	1,185 +114	+11%	+$29.3K	0.02%	412
2024 Q1	$278K	Buy	+1,071	New	+$263K	0.01%	436

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

Robertson Stephens Wealth Management's CB Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Chubb (CB) stake by 0.27% in Q2 2026, selling an estimated $2.94K and leaving 3,333 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #294.

Robertson Stephens Wealth Management first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Robertson Stephens Wealth Management held 3,333 shares of Chubb worth $1.14M as of Q2 2026.
Robertson Stephens Wealth Management sold 9 Chubb shares in Q2 2026, an estimated $2.94K.
Chubb made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #294 holding.
Robertson Stephens Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.