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StrongBox Wealth’s Chubb CB Stock Holding History

StrongBox 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 		$594K Buy
1,744
+15
+0.9% +$4.89K 0.17% 72
2026
Q1 		$564K Buy
1,729
+82
+5% +$26.3K 0.18% 71
2025
Q4 		$514K Buy
1,647
+49
+3% +$14.3K 0.17% 66
2025
Q3 		$451K Buy
1,598
+355
+29% +$97.7K 0.15% 70
2025
Q2 		$360K Buy
1,243
+57
+5% +$16.4K 0.14% 74
2025
Q1 		$358K Sell
1,186
-1,035
-47% -$288K 0.15% 72
2024
Q4 		$614K Sell
2,221
-33
-1% -$9.37K 0.26% 55
2024
Q3 		$650K Buy
+2,254
New +$618K 0.28% 57
2023
Q4 		– Sell
-1,077
Closed -$224K – 80
2023
Q3 		$224K Sell
1,077
-115
-10% -$23.2K 0.14% 76
2023
Q2 		$230K Buy
1,192
+152
+15% +$29.8K 0.14% 80
2023
Q1 		$202K Buy
+1,040
New +$219K 0.14% 86

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

StrongBox Wealth's CB Position: Q2 2026 in Review

StrongBox Wealth increased its Chubb (CB) stake by 0.87% in Q2 2026, buying an estimated $4.89K and bringing the position to 1,744 shares worth $594K. The position accounts for 0.17% of the portfolio, ranked #72.

StrongBox Wealth first reported a position in CB in Q1 2023 and has held it in 11 quarters since. The position peaked at $650K in Q3 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • StrongBox Wealth held 1,744 shares of Chubb worth $594K as of Q2 2026.
  • StrongBox Wealth bought 15 Chubb shares in Q2 2026, an estimated $4.89K.
  • Chubb made up 0.17% of StrongBox Wealth's portfolio in Q2 2026, its #72 holding.
  • StrongBox Wealth first reported a position in Chubb in Q1 2023 and has held it in 11 quarters since.
  • StrongBox Wealth's Chubb position peaked at $650K in Q3 2024.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.