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Summit Financial’s Chubb CB Stock Holding History

Summit Financial’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 		$9.85M Buy
28,845
+12,691
+79% +$4.14M 0.11% 183
2026
Q1 		$5.28M Buy
16,154
+31
+0.2% +$9.95K 0.07% 295
2025
Q4 		$5.05M Sell
16,123
-994
-6% -$291K 0.07% 262
2025
Q3 		$4.83M Buy
17,117
+707
+4% +$195K 0.07% 266
2025
Q2 		$4.77M Buy
16,410
+46
+0.3% +$13.2K 0.11% 167
2025
Q1 		$4.94M Buy
16,364
+1,330
+9% +$370K 0.14% 138
2024
Q4 		$4.17M Sell
15,034
-475
-3% -$135K 0.15% 123
2024
Q3 		$4.49M Buy
15,509
+1,497
+11% +$410K 0.18% 101
2024
Q2 		$3.59M Buy
14,012
+5,147
+58% +$1.32M 0.16% 98
2024
Q1 		$2.3M Sell
8,865
-295
-3% -$72.5K 0.14% 95
2023
Q4 		$2.08M Sell
9,160
-25
-0.3% -$5.47K 0.14% 101
2023
Q3 		$1.92M Sell
9,185
-55
-0.6% -$11.1K 0.14% 92
2023
Q2 		$1.79M Buy
9,240
+2,562
+38% +$502K 0.13% 98
2023
Q1 		$1.3M Sell
6,678
-188
-3% -$39.5K 0.11% 91
2022
Q4 		$1.51M Sell
6,866
-353
-5% -$73.4K 0.14% 80
2022
Q3 		$1.32M Buy
7,219
+1,164
+19% +$221K 0.12% 81
2022
Q2 		$1.2M Sell
6,055
-288
-5% -$59.3K 0.11% 86
2022
Q1 		$1.36M Buy
6,343
+487
+8% +$99K 0.11% 93
2021
Q4 		$1.14M Buy
5,856
+1,675
+40% +$315K 0.09% 99
2021
Q3 		$729K Buy
4,181
+2,190
+110% +$384K 0.06% 104
2021
Q2 		$318K Buy
+1,991
New +$330K 0.03% 125

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

Summit Financial's CB Position: Q2 2026 in Review

Summit Financial increased its Chubb (CB) stake by 79% in Q2 2026, buying an estimated $4.14M and bringing the position to 28,845 shares worth $9.85M. The position accounts for 0.11% of the portfolio, ranked #183.

Summit Financial first reported a position in CB in Q2 2021 and has held it in 21 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Summit Financial held 28,845 shares of Chubb worth $9.85M as of Q2 2026.
  • Summit Financial bought 12,691 Chubb shares in Q2 2026, an estimated $4.14M.
  • Chubb made up 0.11% of Summit Financial's portfolio in Q2 2026, its #183 holding.
  • Summit Financial first reported a position in Chubb in Q2 2021 and has held it in 21 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.