Seed Wealth Management’s Chubb CB Stock Holding History

Seed 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	$267K	Hold	785	–	–	0.17%	81
2026 Q1	$256K	Sell	785 -10	-1%	-$3.21K	0.18%	83
2025 Q4	$248K	Hold	795	–	–	0.17%	88
2025 Q3	$224K	Sell	795 -110	-12%	-$30.3K	0.16%	99
2025 Q2	$262K	Hold	905	–	–	0.2%	121
2025 Q1	$273K	Hold	905	–	–	0.22%	112
2024 Q4	$250K	Hold	905	–	–	0.2%	123
2024 Q3	$261K	Hold	905	–	–	0.21%	127
2024 Q2	$231K	Hold	905	–	–	0.2%	128
2024 Q1	$233K	Hold	905	–	–	0.22%	123
2023 Q4	$206K	Buy	+905	New	+$198K	0.21%	136

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

Seed Wealth Management's CB Position: Q2 2026 in Review

Seed Wealth Management held its Chubb (CB) position steady in Q2 2026 at 785 shares worth $267K. The position accounts for 0.17% of the portfolio, ranked #81.

Seed Wealth Management first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $273K in Q1 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Seed Wealth Management held 785 shares of Chubb worth $267K as of Q2 2026.
Seed Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.17% of Seed Wealth Management's portfolio in Q2 2026, its #81 holding.
Seed Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
Seed Wealth Management's Chubb position peaked at $273K in Q1 2025.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.