Samalin Investment Counsel’s Chubb CB Stock Holding History

Samalin Investment Counsel’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	$304K	Sell	892 -38	-4%	-$12.4K	0.09%	242
2026 Q1	$303K	Sell	930 -11	-1%	-$3.53K	0.11%	238
2025 Q4	$294K	Sell	941 -29	-3%	-$8.48K	0.1%	236
2025 Q3	$274K	Buy	970 +39	+4%	+$10.7K	0.09%	263
2025 Q2	$270K	Sell	931 -24	-3%	-$6.91K	0.1%	264
2025 Q1	$288K	Buy	+955	New	+$265K	0.12%	249
2020 Q1	–	Sell	-1,385	Closed	-$215K	–	194
2019 Q4	$215K	Buy	+1,385	New	+$212K	0.18%	145

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Samalin Investment Counsel's CB Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Chubb (CB) stake by 4.1% in Q2 2026, selling an estimated $12.4K and leaving 892 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #242.

Samalin Investment Counsel first reported a position in CB in Q4 2019 and has held it in 7 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Samalin Investment Counsel held 892 shares of Chubb worth $304K as of Q2 2026.
Samalin Investment Counsel sold 38 Chubb shares in Q2 2026, an estimated $12.4K.
Chubb made up 0.09% of Samalin Investment Counsel's portfolio in Q2 2026, its #242 holding.
Samalin Investment Counsel first reported a position in Chubb in Q4 2019 and has held it in 7 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.