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Timothy G. Youngquist 2020 Irrevocable Trust’s Chubb CB Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-129
Closed -$42K – 176
2026
Q1 		$42K Buy
+129
New +$41.4K 0.02% 237

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 $3.38T AUM 44.17% 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

Timothy G. Youngquist 2020 Irrevocable Trust's CB Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Chubb (CB) in Q2 2026, closing a stake of 129 shares — an estimated $42K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in CB in Q1 2026 and held it in 1 quarter. The position peaked at $42K in Q1 2026. 2,167 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 129 Chubb shares in Q2 2026, an estimated $42K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Chubb in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Chubb position peaked at $42K in Q1 2026.
  • 2,167 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.