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Sharp Financial Services’s Chubb CB Stock Holding History

Sharp Financial Services’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 		$403K Buy
1,182
+100
+9% +$32.6K 0.19% 80
2026
Q1 		$353K Hold
1,082
– – 0.17% 76
2025
Q4 		$338K Hold
1,082
– – 0.17% 85
2025
Q3 		$305K Buy
1,082
+357
+49% +$98.3K 0.17% 80
2025
Q2 		$210K Buy
+725
New +$209K 0.14% 83

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

Sharp Financial Services's CB Position: Q2 2026 in Review

Sharp Financial Services increased its Chubb (CB) stake by 9.2% in Q2 2026, buying an estimated $32.6K and bringing the position to 1,182 shares worth $403K. The position accounts for 0.19% of the portfolio, ranked #80.

Sharp Financial Services first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sharp Financial Services held 1,182 shares of Chubb worth $403K as of Q2 2026.
  • Sharp Financial Services bought 100 Chubb shares in Q2 2026, an estimated $32.6K.
  • Chubb made up 0.19% of Sharp Financial Services's portfolio in Q2 2026, its #80 holding.
  • Sharp Financial Services first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.