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Summit Trail Advisors’s Chubb CB Stock Holding History

Summit Trail Advisors’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 		$6.16M Buy
18,076
+2,418
+15% +$789K 0.08% 150
2026
Q1 		$5.1M Buy
15,658
+5,912
+61% +$1.9M 0.07% 167
2025
Q4 		$3.05M Sell
9,746
-2,552
-21% -$746K 0.05% 229
2025
Q3 		$3.48M Buy
12,298
+2,388
+24% +$657K 0.05% 212
2025
Q2 		$2.88M Buy
9,910
+2,736
+38% +$787K 0.05% 193
2025
Q1 		$2.17M Buy
7,174
+549
+8% +$153K 0.07% 90
2024
Q4 		$1.84M Buy
6,625
+299
+5% +$84.9K 0.07% 89
2024
Q3 		$1.83M Buy
6,326
+1,649
+35% +$452K 0.05% 170
2024
Q2 		$1.2M Sell
4,677
-902
-16% -$232K 0.03% 211
2024
Q1 		$1.45M Buy
5,579
+1,238
+29% +$304K 0.04% 167
2023
Q4 		$985K Buy
4,341
+236
+6% +$51.6K 0.03% 180
2023
Q3 		$858K Buy
4,105
+914
+29% +$185K 0.03% 187
2023
Q2 		$617K Buy
3,191
+1,128
+55% +$221K 0.02% 225
2023
Q1 		$402K Buy
2,063
+954
+86% +$200K 0.02% 256
2022
Q4 		$246K Sell
1,109
-61
-5% -$12.7K 0.01% 324
2022
Q3 		$214K Buy
1,170
+59
+5% +$11.2K 0.01% 324
2022
Q2 		$219K Buy
+1,111
New +$229K 0.01% 338
2018
Q4 		– Sell
-24,220
Closed -$3.25M – 135
2018
Q3 		$3.25M Buy
24,220
+23,500
+3,264% +$3.18M 0.72% 29
2018
Q2 		$92K Sell
720
-3,412
-83% -$453K 0.03% 227
2018
Q1 		$305K Buy
4,132
+512
+14% +$74.2K 0.05% 277
2017
Q4 		$550K Buy
+3,620
New +$541K 0.07% 218

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 Trail Advisors's CB Position: Q2 2026 in Review

Summit Trail Advisors increased its Chubb (CB) stake by 15% in Q2 2026, buying an estimated $789K and bringing the position to 18,076 shares worth $6.16M. The position accounts for 0.08% of the portfolio, ranked #150.

Summit Trail Advisors first reported a position in CB in Q4 2017 and has held it in 21 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Summit Trail Advisors held 18,076 shares of Chubb worth $6.16M as of Q2 2026.
  • Summit Trail Advisors bought 2,418 Chubb shares in Q2 2026, an estimated $789K.
  • Chubb made up 0.08% of Summit Trail Advisors's portfolio in Q2 2026, its #150 holding.
  • Summit Trail Advisors first reported a position in Chubb in Q4 2017 and has held it in 21 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.