Total Clarity Wealth Management’s Chubb CB Stock Holding History

Total Clarity Wealth 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	$707K	Sell	2,075 -2,288	-52%	-$746K	0.14%	166
2026 Q1	$1.42M	Buy	4,363 +116	+3%	+$37.2K	0.33%	78
2025 Q4	$1.33M	Buy	4,247 +48	+1%	+$14K	0.32%	82
2025 Q3	$1.19M	Sell	4,199 -309	-7%	-$85K	0.32%	82
2025 Q2	$1.31M	Buy	4,508 +365	+9%	+$105K	0.37%	73
2025 Q1	$1.14M	Hold	4,143	–	–	0.37%	73
2024 Q4	$1.14M	Sell	4,143 -10	-0.2%	-$2.84K	0.37%	73
2024 Q3	$1.2M	Buy	4,153 +263	+7%	+$72.1K	0.39%	70
2024 Q2	$992K	Buy	+3,890	New	+$999K	0.34%	79
2022 Q3	–	Sell	-28	Closed	-$6K	–	320
2022 Q2	$6K	Buy	+28	New	+$5.77K	﹤0.01%	768
2022 Q1	–	Sell	-47	Closed	-$9K	–	305
2021 Q4	$9K	Buy	47 +13	+38%	+$2.44K	﹤0.01%	713
2021 Q3	$6K	Buy	+34	New	+$5.96K	﹤0.01%	774

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

Total Clarity Wealth Management's CB Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Chubb (CB) stake by 52% in Q2 2026, selling an estimated $746K and leaving 2,075 shares worth $707K. The position accounts for 0.14% of the portfolio, ranked #166.

Total Clarity Wealth Management first reported a position in CB in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.42M in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Total Clarity Wealth Management held 2,075 shares of Chubb worth $707K as of Q2 2026.
Total Clarity Wealth Management sold 2,288 Chubb shares in Q2 2026, an estimated $746K.
Chubb made up 0.14% of Total Clarity Wealth Management's portfolio in Q2 2026, its #166 holding.
Total Clarity Wealth Management first reported a position in Chubb in Q3 2021 and has held it in 12 quarters since.
Total Clarity Wealth Management's Chubb position peaked at $1.42M in Q1 2026.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.