Summitry LLC’s Chubb CB Stock Holding History

Summitry LLC’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	$2.29M	Buy	6,716 +388	+6%	+$127K	0.08%	75
2026 Q1	$2.06M	Sell	6,328 -9	-0.1%	-$2.89K	0.07%	72
2025 Q4	$1.98M	Buy	6,337 +674	+12%	+$197K	0.08%	58
2025 Q3	$1.6M	Buy	5,663 +511	+10%	+$141K	0.07%	63
2025 Q2	$1.49M	Sell	5,152 -48	-0.9%	-$13.8K	0.07%	58
2025 Q1	$1.57M	Buy	5,200 +280	+6%	+$77.8K	0.08%	59
2024 Q4	$1.36M	Sell	4,920 -140	-3%	-$39.8K	0.07%	61
2024 Q3	$1.46M	Buy	5,060 +151	+3%	+$41.4K	0.07%	60
2024 Q2	$1.25M	Sell	4,909 -106	-2%	-$27.2K	0.06%	60
2024 Q1	$1.3M	Buy	5,015 +94	+2%	+$23.1K	0.07%	58
2023 Q4	$1.11M	Sell	4,921 -69	-1%	-$15.1K	0.06%	58
2023 Q3	$1.04M	Buy	4,990 +24	+0.5%	+$4.85K	0.07%	56
2023 Q2	$956K	Buy	4,966 +78	+2%	+$15.3K	0.06%	57
2023 Q1	$949K	Sell	4,888 -152	-3%	-$31.9K	0.06%	58
2022 Q4	$1.11M	Buy	5,040 +440	+10%	+$91.5K	0.08%	59
2022 Q3	$837K	Hold	4,600	–	–	0.06%	61
2022 Q2	$904K	Hold	4,600	–	–	0.07%	55
2022 Q1	$984K	Hold	4,600	–	–	0.06%	59
2021 Q4	$889K	Buy	+4,600	New	+$864K	0.05%	57
2021 Q2	–	Sell	-4,600	Closed	-$727K	–	61
2021 Q1	$727K	Hold	4,600	–	–	0.05%	62
2020 Q4	$708K	Hold	4,600	–	–	0.05%	60
2020 Q3	$534K	Hold	4,600	–	–	0.04%	67
2020 Q2	$582K	Buy	4,600 +220	+5%	+$25.5K	0.05%	62
2020 Q1	$489K	Hold	4,380	–	–	0.04%	67
2019 Q4	$682K	Hold	4,380	–	–	0.05%	58
2019 Q3	$707K	Hold	4,380	–	–	0.06%	63
2019 Q2	$645K	Hold	4,380	–	–	0.05%	63
2019 Q1	$614K	Hold	4,380	–	–	0.05%	62
2018 Q4	$566K	Hold	4,380	–	–	0.06%	58
2018 Q3	$585K	Hold	4,380	–	–	0.05%	63
2018 Q2	$556K	Hold	4,380	–	–	0.05%	62
2018 Q1	$599K	Hold	4,380	–	–	0.06%	63
2017 Q4	$640K	Hold	4,380	–	–	0.06%	61
2017 Q3	$624K	Hold	4,380	–	–	0.06%	61
2017 Q2	$637K	Buy	4,380 +167	+4%	+$23.5K	0.06%	59
2017 Q1	$574K	Hold	4,213	–	–	0.06%	64
2016 Q4	$557K	Sell	4,213 -665	-14%	-$84.8K	0.05%	65
2016 Q3	$613K	Hold	4,878	–	–	0.06%	64
2016 Q2	$638K	Hold	4,878	–	–	0.07%	57
2016 Q1	$581K	Buy	+4,878	New	+$561K	0.06%	51

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summitry LLC's CB Position: Q2 2026 in Review

Summitry LLC increased its Chubb (CB) stake by 6.1% in Q2 2026, buying an estimated $127K and bringing the position to 6,716 shares worth $2.29M. The position accounts for 0.08% of the portfolio, ranked #75.

Summitry LLC first reported a position in CB in Q1 2016 and has held it in 40 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Summitry LLC held 6,716 shares of Chubb worth $2.29M as of Q2 2026.
Summitry LLC bought 388 Chubb shares in Q2 2026, an estimated $127K.
Chubb made up 0.08% of Summitry LLC's portfolio in Q2 2026, its #75 holding.
Summitry LLC first reported a position in Chubb in Q1 2016 and has held it in 40 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.