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Synergy Investment Management’s Chubb CB Stock Holding History

Synergy Investment Management’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 		$78.9K Buy
219
+187
+584% +$61K 0.02% 305
2026
Q1 		$10.4K Buy
+32
New +$10.3K ﹤0.01% 492

Other funds holding CB

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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

Synergy Investment Management's CB Position: Q2 2026 in Review

Synergy Investment Management increased its Chubb (CB) stake by 584% in Q2 2026, buying an estimated $61K and bringing the position to 219 shares worth $78.9K. The position accounts for 0.02% of the portfolio, ranked #305.

Synergy Investment Management first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Synergy Investment Management held 219 shares of Chubb worth $78.9K as of Q2 2026.
  • Synergy Investment Management bought 187 Chubb shares in Q2 2026, an estimated $61K.
  • Chubb made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #305 holding.
  • Synergy Investment Management first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.