Tradition Wealth Management’s Chubb CB Stock Holding History

Tradition 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	$221K	Buy	649 +11	+2%	+$3.59K	0.01%	483
2026 Q1	$208K	Buy	+638	New	+$205K	0.01%	471
2024 Q1	–	Sell	-535	Closed	-$121K	–	496
2023 Q4	$121K	Sell	535 -13	-2%	-$2.84K	0.01%	420
2023 Q3	$114K	Buy	548 +3	+0.6%	+$606	0.01%	409
2023 Q2	$105K	Buy	545 +73	+15%	+$14.3K	0.01%	446
2023 Q1	$92K	Buy	472 +77	+19%	+$16.2K	0.01%	463
2022 Q4	$87K	Buy	395 +8	+2%	+$1.66K	0.01%	408
2022 Q3	$70K	Buy	+387	New	+$73.5K	0.01%	431

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

Tradition Wealth Management's CB Position: Q2 2026 in Review

Tradition Wealth Management increased its Chubb (CB) stake by 1.7% in Q2 2026, buying an estimated $3.59K and bringing the position to 649 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #483.

Tradition Wealth Management first reported a position in CB in Q3 2022 and has held it in 8 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Tradition Wealth Management held 649 shares of Chubb worth $221K as of Q2 2026.
Tradition Wealth Management bought 11 Chubb shares in Q2 2026, an estimated $3.59K.
Chubb made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #483 holding.
Tradition Wealth Management first reported a position in Chubb in Q3 2022 and has held it in 8 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.