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SHP Wealth Management’s Chubb CB Stock Holding History

SHP 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 		$83.1K Buy
244
+84
+53% +$27.4K 0.01% 442
2026
Q1 		$52.2K Buy
160
+104
+186% +$33.4K ﹤0.01% 481
2025
Q4 		$17.6K Buy
+56
New +$16.4K ﹤0.01% 712

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

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

SHP Wealth Management increased its Chubb (CB) stake by 53% in Q2 2026, buying an estimated $27.4K and bringing the position to 244 shares worth $83.1K. The position accounts for 0.01% of the portfolio, ranked #442.

SHP Wealth 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.

  • SHP Wealth Management held 244 shares of Chubb worth $83.1K as of Q2 2026.
  • SHP Wealth Management bought 84 Chubb shares in Q2 2026, an estimated $27.4K.
  • Chubb made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #442 holding.
  • SHP Wealth 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.