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Simplicity Wealth’s Chubb CB Stock Holding History

Simplicity Wealth’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 		$496K Buy
1,456
+388
+36% +$127K 0.02% 643
2026
Q1 		$348K Buy
1,068
+161
+18% +$51.7K 0.02% 547
2025
Q4 		$283K Buy
+907
New +$265K 0.02% 573
2025
Q3 		– Sell
-1,992
Closed -$577K – 713
2025
Q2 		$577K Buy
1,992
+1,316
+195% +$379K 0.02% 426
2025
Q1 		$204K Buy
+676
New +$188K 0.02% 526
2024
Q3 		– Sell
-8,390
Closed -$2.14M – 587
2024
Q2 		$2.14M Sell
8,390
-71
-0.8% -$18.2K 0.05% 344
2024
Q1 		$2.19M Buy
+8,461
New +$2.08M 0.05% 337

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

Simplicity Wealth's CB Position: Q2 2026 in Review

Simplicity Wealth increased its Chubb (CB) stake by 36% in Q2 2026, buying an estimated $127K and bringing the position to 1,456 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #643.

Simplicity Wealth first reported a position in CB in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q1 2024. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Simplicity Wealth held 1,456 shares of Chubb worth $496K as of Q2 2026.
  • Simplicity Wealth bought 388 Chubb shares in Q2 2026, an estimated $127K.
  • Chubb made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #643 holding.
  • Simplicity Wealth first reported a position in Chubb in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Chubb position peaked at $2.19M in Q1 2024.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.