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Root Financial Partners’s Chubb CB Stock Holding History

Root Financial Partners’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 		$494K Buy
1,450
+302
+26% +$98.5K 0.02% 197
2026
Q1 		$374K Buy
1,148
+746
+186% +$239K 0.02% 210
2025
Q4 		$125K Sell
402
-495
-55% -$145K 0.01% 395
2025
Q3 		$253K Buy
897
+86
+11% +$23.7K 0.02% 235
2025
Q2 		$235K Buy
+811
New +$233K 0.02% 220

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

Root Financial Partners's CB Position: Q2 2026 in Review

Root Financial Partners increased its Chubb (CB) stake by 26% in Q2 2026, buying an estimated $98.5K and bringing the position to 1,450 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #197.

Root Financial Partners first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Root Financial Partners held 1,450 shares of Chubb worth $494K as of Q2 2026.
  • Root Financial Partners bought 302 Chubb shares in Q2 2026, an estimated $98.5K.
  • Chubb made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #197 holding.
  • Root Financial Partners first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.