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Tandem Investment Partners’s Chubb CB Stock Holding History

Tandem Investment Partners’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 		$334K Buy
981
+61
+7% +$19.9K 0.26% 63
2026
Q1 		$300K Sell
920
-10
-1% -$3.21K 0.25% 64
2025
Q4 		$290K Sell
930
-180
-16% -$52.6K 0.24% 64
2025
Q3 		$313K Buy
+1,110
New +$305K 0.26% 61

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State Street
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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

Tandem Investment Partners's CB Position: Q2 2026 in Review

Tandem Investment Partners increased its Chubb (CB) stake by 6.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 981 shares worth $334K. The position accounts for 0.26% of the portfolio, ranked #63.

Tandem Investment Partners first reported a position in CB in Q3 2025 and has held it in 4 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Tandem Investment Partners held 981 shares of Chubb worth $334K as of Q2 2026.
  • Tandem Investment Partners bought 61 Chubb shares in Q2 2026, an estimated $19.9K.
  • Chubb made up 0.26% of Tandem Investment Partners's portfolio in Q2 2026, its #63 holding.
  • Tandem Investment Partners first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.