Tradewinds Capital Management’s Chubb CB Stock Holding History

Tradewinds Capital 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	$41.9K	Sell	123 -12	-9%	-$3.91K	0.01%	240
2026 Q1	$44K	Hold	135	–	–	0.01%	231
2025 Q4	$42.1K	Hold	135	–	–	0.01%	230
2025 Q3	$38.1K	Buy	135 +12	+10%	+$3.3K	0.01%	236
2025 Q2	$35.6K	Hold	123	–	–	0.01%	233
2025 Q1	$37.1K	Hold	123	–	–	0.01%	216
2024 Q4	$34K	Hold	123	–	–	0.01%	235
2024 Q3	$35.5K	Hold	123	–	–	0.01%	212
2024 Q2	$31.4K	Buy	123 +3	+3%	+$770	0.01%	214
2024 Q1	$31.1K	Hold	120	–	–	0.01%	196
2023 Q4	$27.1K	Hold	120	–	–	0.01%	168
2023 Q3	$25K	Hold	120	–	–	0.01%	167
2023 Q2	$23.1K	Hold	120	–	–	0.01%	174
2023 Q1	$23.3K	Sell	120 -22	-15%	-$4.62K	0.01%	170
2022 Q4	$31.3K	Buy	142 +22	+18%	+$4.58K	0.01%	132
2022 Q3	$22K	Hold	120	–	–	0.01%	147
2022 Q2	$24K	Hold	120	–	–	0.01%	146
2022 Q1	$26K	Hold	120	–	–	﹤0.01%	336
2021 Q4	$23K	Hold	120	–	–	﹤0.01%	350
2021 Q3	$21K	Hold	120	–	–	﹤0.01%	360
2021 Q2	$19K	Buy	+120	New	+$19.9K	﹤0.01%	370

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

Tradewinds Capital Management's CB Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Chubb (CB) stake by 8.9% in Q2 2026, selling an estimated $3.91K and leaving 123 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #240.

Tradewinds Capital Management first reported a position in CB in Q2 2021 and has held it in 21 quarters since. The position peaked at $44K in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Tradewinds Capital Management held 123 shares of Chubb worth $41.9K as of Q2 2026.
Tradewinds Capital Management sold 12 Chubb shares in Q2 2026, an estimated $3.91K.
Chubb made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #240 holding.
Tradewinds Capital Management first reported a position in Chubb in Q2 2021 and has held it in 21 quarters since.
Tradewinds Capital Management's Chubb position peaked at $44K in Q1 2026.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.