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Roxbury Financial’s Chubb CB Stock Holding History

Roxbury Financial’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 		$1.9M Buy
5,561
+78
+1% +$25.4K 1.5% 16
2026
Q1 		$1.79M Sell
5,483
-11
-0.2% -$3.53K 1.61% 17
2025
Q4 		$1.71M Buy
5,494
+6
+0.1% +$1.75K 1.54% 17
2025
Q3 		$1.55M Sell
5,488
-45
-0.8% -$12.4K 1.43% 20
2025
Q2 		$1.6M Sell
5,533
-820
-13% -$236K 1.56% 17
2025
Q1 		$1.81M Sell
6,353
-360
-5% -$100K 1.77% 15
2024
Q4 		$1.94M Buy
+6,713
New +$1.91M 1.87% 15

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

Roxbury Financial's CB Position: Q2 2026 in Review

Roxbury Financial increased its Chubb (CB) stake by 1.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 5,561 shares worth $1.9M. The position accounts for 1.5% of the portfolio, ranked #16.

Roxbury Financial first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Roxbury Financial held 5,561 shares of Chubb worth $1.9M as of Q2 2026.
  • Roxbury Financial bought 78 Chubb shares in Q2 2026, an estimated $25.4K.
  • Chubb made up 1.5% of Roxbury Financial's portfolio in Q2 2026, its #16 holding.
  • Roxbury Financial first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Chubb position peaked at $1.94M in Q4 2024.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.