RIL
CB icon

Rothschild Investment LLC’s Chubb CB Stock Holding History

Rothschild Investment LLC’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 		$4.35M Buy
12,781
+6,590
+106% +$2.15M 0.16% 128
2026
Q1 		$2.02M Buy
6,191
+1,078
+21% +$346K 0.11% 169
2025
Q4 		$1.6M Buy
5,113
+1,415
+38% +$414K 0.09% 181
2025
Q3 		$1.04M Buy
3,698
+1,811
+96% +$498K 0.06% 230
2025
Q2 		$547K Sell
1,887
-84
-4% -$24.2K 0.03% 322
2025
Q1 		$595K Buy
1,971
+34
+2% +$9.45K 0.04% 300
2024
Q4 		$535K Sell
1,937
-28
-1% -$7.95K 0.04% 329
2024
Q3 		$567K Buy
1,965
+204
+12% +$55.9K 0.04% 323
2024
Q2 		$449K Buy
1,761
+625
+55% +$161K 0.03% 349
2024
Q1 		$294K Buy
1,136
+19
+2% +$4.67K 0.02% 407
2023
Q4 		$252K Buy
1,117
+136
+14% +$29.7K 0.02% 377
2023
Q3 		$204K Buy
+981
New +$198K 0.02% 439

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

Rothschild Investment LLC's CB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Chubb (CB) stake by 106% in Q2 2026, buying an estimated $2.15M and bringing the position to 12,781 shares worth $4.35M. The position accounts for 0.16% of the portfolio, ranked #128.

Rothschild Investment LLC first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Rothschild Investment LLC held 12,781 shares of Chubb worth $4.35M as of Q2 2026.
  • Rothschild Investment LLC bought 6,590 Chubb shares in Q2 2026, an estimated $2.15M.
  • Chubb made up 0.16% of Rothschild Investment LLC's portfolio in Q2 2026, its #128 holding.
  • Rothschild Investment LLC first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.