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Stamos Capital Partners’s Chubb CB Stock Holding History

Stamos Capital Partners’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 		$1.39M Sell
4,090
-144
-3% -$47K 0.21% 110
2026
Q1 		$1.38M Buy
4,234
+483
+13% +$155K 0.22% 107
2025
Q4 		$1.17M Buy
3,751
+1,606
+75% +$470K 0.19% 114
2025
Q3 		$605K Sell
2,145
-484
-18% -$133K 0.11% 121
2025
Q2 		$762K Buy
2,629
+640
+32% +$184K 0.14% 127
2025
Q1 		$601K Buy
1,989
+169
+9% +$47K 0.16% 121
2024
Q4 		$503K Buy
+1,820
New +$517K 0.12% 118

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

Stamos Capital Partners's CB Position: Q2 2026 in Review

Stamos Capital Partners reduced its Chubb (CB) stake by 3.4% in Q2 2026, selling an estimated $47K and leaving 4,090 shares worth $1.39M. The position accounts for 0.21% of the portfolio, ranked #110.

Stamos Capital Partners first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Stamos Capital Partners held 4,090 shares of Chubb worth $1.39M as of Q2 2026.
  • Stamos Capital Partners sold 144 Chubb shares in Q2 2026, an estimated $47K.
  • Chubb made up 0.21% of Stamos Capital Partners's portfolio in Q2 2026, its #110 holding.
  • Stamos Capital Partners first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.