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Rockline Wealth Management’s Chubb CB Stock Holding History

Rockline 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 		$224K Hold
657
– – 0.04% 99
2026
Q1 		$214K Hold
657
– – 0.05% 98
2025
Q4 		$205K Buy
+657
New +$192K 0.04% 101
2025
Q2 		– Sell
-756
Closed -$228K – 100
2025
Q1 		$228K Hold
756
– – 0.06% 91
2024
Q4 		$209K Hold
756
– – 0.06% 98
2024
Q3 		$218K Buy
+756
New +$207K 0.06% 96

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

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

Rockline Wealth Management held its Chubb (CB) position steady in Q2 2026 at 657 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #99.

Rockline Wealth Management first reported a position in CB in Q3 2024 and has held it in 6 quarters since. The position peaked at $228K in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Rockline Wealth Management held 657 shares of Chubb worth $224K as of Q2 2026.
  • Rockline Wealth Management left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.04% of Rockline Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Rockline Wealth Management first reported a position in Chubb in Q3 2024 and has held it in 6 quarters since.
  • Rockline Wealth Management's Chubb position peaked at $228K in Q1 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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