TW
CB icon

Trajan Wealth’s Chubb CB Stock Holding History

Trajan 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 		$8.68M Buy
25,469
+6,225
+32% +$2.03M 0.33% 70
2026
Q1 		$6.27M Buy
19,244
+912
+5% +$293K 0.25% 72
2025
Q4 		$5.72M Buy
18,332
+129
+0.7% +$37.7K 0.24% 71
2025
Q3 		$5.14M Buy
18,203
+192
+1% +$52.8K 0.22% 79
2025
Q2 		$5.22M Buy
18,011
+131
+0.7% +$37.7K 0.26% 72
2025
Q1 		$5.4M Sell
17,880
-735
-4% -$204K 0.29% 65
2024
Q4 		$5.14M Buy
18,615
+483
+3% +$137K 0.28% 67
2024
Q3 		$5.23M Buy
18,132
+470
+3% +$129K 0.31% 68
2024
Q2 		$4.51M Sell
17,662
-140
-0.8% -$36K 0.29% 71
2024
Q1 		$4.61M Buy
+17,802
New +$4.38M 0.31% 72

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

Trajan Wealth's CB Position: Q2 2026 in Review

Trajan Wealth increased its Chubb (CB) stake by 32% in Q2 2026, buying an estimated $2.03M and bringing the position to 25,469 shares worth $8.68M. The position accounts for 0.33% of the portfolio, ranked #70.

Trajan Wealth first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Trajan Wealth held 25,469 shares of Chubb worth $8.68M as of Q2 2026.
  • Trajan Wealth bought 6,225 Chubb shares in Q2 2026, an estimated $2.03M.
  • Chubb made up 0.33% of Trajan Wealth's portfolio in Q2 2026, its #70 holding.
  • Trajan Wealth first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.