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Sagewood Asset Management’s Chubb CB Stock Holding History

Sagewood Asset 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 		$882K Buy
2,589
+873
+51% +$285K 0.2% 87
2026
Q1 		$559K Buy
1,716
+211
+14% +$67.7K 0.18% 114
2025
Q4 		$470K Buy
+1,505
New +$440K 0.17% 107

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's CB Position: Q2 2026 in Review

Sagewood Asset Management increased its Chubb (CB) stake by 51% in Q2 2026, buying an estimated $285K and bringing the position to 2,589 shares worth $882K. The position accounts for 0.2% of the portfolio, ranked #87.

Sagewood Asset Management first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sagewood Asset Management held 2,589 shares of Chubb worth $882K as of Q2 2026.
  • Sagewood Asset Management bought 873 Chubb shares in Q2 2026, an estimated $285K.
  • Chubb made up 0.2% of Sagewood Asset Management's portfolio in Q2 2026, its #87 holding.
  • Sagewood Asset Management first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.