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TD Private Client Wealth’s Chubb CB Stock Holding History

TD Private Client Wealth’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 		$2.13M Buy
6,254
+1,686
+37% +$550K 0.04% 257
2026
Q1 		$1.49M Sell
4,568
-90
-2% -$28.9K 0.03% 299
2025
Q4 		$1.45M Buy
4,658
+21
+0.5% +$6.14K 0.03% 299
2025
Q3 		$1.31M Sell
4,637
-998
-18% -$275K 0.03% 315
2025
Q2 		$1.63M Buy
5,635
+594
+12% +$171K 0.04% 273
2025
Q1 		$1.52M Sell
5,041
-223
-4% -$62K 0.04% 272
2024
Q4 		$1.45M Sell
5,264
-1,538
-23% -$437K 0.04% 286
2024
Q3 		$1.96M Buy
6,802
+689
+11% +$189K 0.06% 242
2024
Q2 		$1.56M Sell
6,113
-2
-0% -$514 0.05% 280
2024
Q1 		$1.58M Buy
6,115
+181
+3% +$44.5K 0.05% 280
2023
Q4 		$1.34M Sell
5,934
-461
-7% -$101K 0.05% 289
2023
Q3 		$1.33M Buy
6,395
+880
+16% +$178K 0.06% 278
2023
Q2 		$1.06M Buy
5,515
+267
+5% +$52.3K 0.05% 322
2023
Q1 		$1.02M Buy
5,248
+488
+10% +$103K 0.05% 324
2022
Q4 		$1.05M Buy
4,760
+28
+0.6% +$5.83K 0.05% 316
2022
Q3 		$861K Buy
4,732
+126
+3% +$23.9K 0.04% 335
2022
Q2 		$905K Sell
4,606
-518
-10% -$107K 0.04% 329
2022
Q1 		$1.1M Sell
5,124
-1,498
-23% -$304K 0.05% 325
2021
Q4 		$1.28M Sell
6,622
-240
-3% -$45.1K 0.05% 303
2021
Q3 		$1.19M Sell
6,862
-2,763
-29% -$484K 0.05% 306
2021
Q2 		$1.53M Sell
9,625
-195
-2% -$32.3K 0.07% 273
2021
Q1 		$1.55M Sell
9,820
-749
-7% -$121K 0.07% 271
2020
Q4 		$1.63M Sell
10,569
-875
-8% -$123K 0.08% 243
2020
Q3 		$1.33M Sell
11,444
-453
-4% -$56.9K 0.07% 256
2020
Q2 		$1.51M Buy
11,897
+243
+2% +$28.2K 0.09% 220
2020
Q1 		$1.3M Sell
11,654
-1,079
-8% -$155K 0.09% 191
2019
Q4 		$1.98M Buy
+12,733
New +$1.95M 0.12% 177

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

TD Private Client Wealth's CB Position: Q2 2026 in Review

TD Private Client Wealth increased its Chubb (CB) stake by 37% in Q2 2026, buying an estimated $550K and bringing the position to 6,254 shares worth $2.13M. The position accounts for 0.04% of the portfolio, ranked #257.

TD Private Client Wealth first reported a position in CB in Q4 2019 and has held it in 27 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • TD Private Client Wealth held 6,254 shares of Chubb worth $2.13M as of Q2 2026.
  • TD Private Client Wealth bought 1,686 Chubb shares in Q2 2026, an estimated $550K.
  • Chubb made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #257 holding.
  • TD Private Client Wealth first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.