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Royal Capital Wealth Management’s Chubb CB Stock Holding History

Royal Capital 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 		– Sell
-675
Closed -$220K – 103
2026
Q1 		$220K Hold
675
– – 0.14% 87
2025
Q4 		$211K Buy
+675
New +$197K 0.12% 88
2025
Q2 		– Sell
-674
Closed -$204K – 88
2025
Q1 		$204K Buy
+674
New +$187K 0.14% 85
2024
Q3 		– Sell
-798
Closed -$204K – 94
2024
Q2 		$204K Hold
798
– – 0.15% 83
2024
Q1 		$207K Buy
+798
New +$196K 0.16% 91

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

Royal Capital Wealth Management's CB Position: Q2 2026 in Review

Royal Capital Wealth Management sold out of Chubb (CB) in Q2 2026, closing a stake of 675 shares — an estimated $220K sold.

Royal Capital Wealth Management first reported a position in CB in Q1 2024 and held it in 5 quarters. The position peaked at $220K in Q1 2026. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Royal Capital Wealth Management reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Royal Capital Wealth Management sold 675 Chubb shares in Q2 2026, an estimated $220K.
  • Royal Capital Wealth Management first reported a position in Chubb in Q1 2024 and held it in 5 quarters.
  • Royal Capital Wealth Management's Chubb position peaked at $220K in Q1 2026.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.