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RWA Wealth Partners’s Chubb CB Stock Holding History

RWA Wealth 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 		$31.1M Buy
91,136
+22,245
+32% +$7.26M 0.3% 54
2026
Q1 		$22.5M Buy
68,891
+756
+1% +$243K 0.25% 59
2025
Q4 		$21.3M Sell
68,135
-399
-0.6% -$117K 0.23% 64
2025
Q3 		$19.3M Buy
68,534
+857
+1% +$236K 0.22% 64
2025
Q2 		$19.6M Sell
67,677
-48
-0.1% -$13.8K 0.25% 59
2025
Q1 		$20.5M Sell
67,725
-1,134
-2% -$315K 0.26% 61
2024
Q4 		$19M Buy
68,859
+51,545
+298% +$14.6M 0.23% 64
2024
Q3 		$4.99M Buy
17,314
+2,826
+20% +$775K 0.06% 152
2024
Q2 		$3.7M Buy
14,488
+1,004
+7% +$258K 0.05% 170
2024
Q1 		$3.49M Sell
13,484
-139
-1% -$34.2K 0.05% 182
2023
Q4 		$3.08M Buy
13,623
+11,550
+557% +$2.53M 0.04% 182
2023
Q3 		$432K Buy
+2,073
New +$419K 0.01% 285
2023
Q2 		– Sell
-1,725
Closed -$335K – 332
2023
Q1 		$335K Buy
1,725
+693
+67% +$146K 0.01% 205
2022
Q4 		$232K Buy
+1,032
New +$215K 0.01% 239
2022
Q3 		– Sell
-1,032
Closed -$203K – 246
2022
Q2 		$203K Buy
1,032
+2
+0.2% +$412 0.01% 231
2022
Q1 		$220K Sell
1,030
-11
-1% -$2.23K 0.01% 239
2021
Q4 		$201K Buy
+1,041
New +$196K 0.01% 242
2020
Q1 		– Sell
-1,720
Closed -$268K – 204
2019
Q4 		$268K Hold
1,720
– – 0.03% 205
2019
Q3 		$278K Buy
+1,720
New +$266K 0.03% 202
2018
Q3 		– Sell
-1,238
Closed -$157K – 302
2018
Q2 		$157K Buy
1,238
+211
+21% +$28K 0.02% 257
2018
Q1 		$140K Buy
+1,027
New +$149K 0.02% 229
2017
Q3 		– Sell
-1,936
Closed -$281K – 239
2017
Q2 		$281K Hold
1,936
– – 0.03% 163
2017
Q1 		$264K Buy
+1,936
New +$260K 0.03% 163

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

RWA Wealth Partners's CB Position: Q2 2026 in Review

RWA Wealth Partners increased its Chubb (CB) stake by 32% in Q2 2026, buying an estimated $7.26M and bringing the position to 91,136 shares worth $31.1M. The position accounts for 0.3% of the portfolio, ranked #54.

RWA Wealth Partners first reported a position in CB in Q1 2017 and has held it in 23 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • RWA Wealth Partners held 91,136 shares of Chubb worth $31.1M as of Q2 2026.
  • RWA Wealth Partners bought 22,245 Chubb shares in Q2 2026, an estimated $7.26M.
  • Chubb made up 0.3% of RWA Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • RWA Wealth Partners first reported a position in Chubb in Q1 2017 and has held it in 23 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.