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Stokes Family Office’s Chubb CB Stock Holding History

Stokes Family Office’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 		$244K Sell
716
-67
-9% -$21.9K 0.03% 249
2026
Q1 		$255K Sell
783
-127
-14% -$40.7K 0.03% 246
2025
Q4 		$284K Buy
910
+173
+23% +$50.6K 0.03% 254
2025
Q3 		$208K Buy
+737
New +$203K 0.02% 255
2023
Q4 		– Sell
-2,439
Closed -$508K – 240
2023
Q3 		$508K Buy
2,439
+102
+4% +$20.6K 0.06% 182
2023
Q2 		$450K Sell
2,337
-591
-20% -$116K 0.05% 192
2023
Q1 		$569K Buy
2,928
+12
+0.4% +$2.52K 0.07% 158
2022
Q4 		$643K Sell
2,916
-110
-4% -$22.9K 0.08% 141
2022
Q3 		$550K Sell
3,026
-62
-2% -$11.8K 0.08% 144
2022
Q2 		$607K Sell
3,088
-179
-5% -$36.9K 0.08% 144
2022
Q1 		$699K Sell
3,267
-13
-0.4% -$2.64K 0.09% 133
2021
Q4 		$634K Buy
3,280
+73
+2% +$13.7K 0.08% 142
2021
Q3 		$556K Buy
3,207
+87
+3% +$15.3K 0.08% 137
2021
Q2 		$496K Sell
3,120
-797
-20% -$132K 0.07% 138
2021
Q1 		$614K Buy
3,917
+1,372
+54% +$221K 0.1% 117
2020
Q4 		$392K Buy
+2,545
New +$357K 0.08% 124

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

Stokes Family Office's CB Position: Q2 2026 in Review

Stokes Family Office reduced its Chubb (CB) stake by 8.6% in Q2 2026, selling an estimated $21.9K and leaving 716 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #249.

Stokes Family Office first reported a position in CB in Q4 2020 and has held it in 16 quarters since. The position peaked at $699K in Q1 2022. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Stokes Family Office held 716 shares of Chubb worth $244K as of Q2 2026.
  • Stokes Family Office sold 67 Chubb shares in Q2 2026, an estimated $21.9K.
  • Chubb made up 0.03% of Stokes Family Office's portfolio in Q2 2026, its #249 holding.
  • Stokes Family Office first reported a position in Chubb in Q4 2020 and has held it in 16 quarters since.
  • Stokes Family Office's Chubb position peaked at $699K in Q1 2022.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.