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Traphagen Investment Advisors’s Chubb CB Stock Holding History

Traphagen Investment Advisors’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 		$224K Buy
+658
New +$215K 0.02% 192
2023
Q3 		– Sell
-1,425
Closed -$274K – 165
2023
Q2 		$274K Sell
1,425
-40
-3% -$7.84K 0.04% 126
2023
Q1 		$285K Buy
1,465
+24
+2% +$5.04K 0.04% 127
2022
Q4 		$318K Buy
1,441
+34
+2% +$7.07K 0.05% 111
2022
Q3 		$256K Sell
1,407
-477
-25% -$90.6K 0.05% 116
2022
Q2 		$370K Buy
1,884
+24
+1% +$4.94K 0.07% 91
2022
Q1 		$398K Sell
1,860
-919
-33% -$187K 0.06% 85
2021
Q4 		$537K Buy
2,779
+2
+0.1% +$376 0.09% 75
2021
Q3 		$482K Buy
2,777
+3
+0.1% +$526 0.09% 74
2021
Q2 		$441K Buy
2,774
+2
+0.1% +$331 0.08% 88
2021
Q1 		$438K Sell
2,772
-25
-0.9% -$4.03K 0.08% 87
2020
Q4 		$430K Buy
2,797
+30
+1% +$4.21K 0.08% 84
2020
Q3 		$321K Buy
2,767
+3
+0.1% +$377 0.07% 89
2020
Q2 		$350K Buy
2,764
+460
+20% +$53.3K 0.08% 85
2020
Q1 		$257K Hold
2,304
– – 0.07% 99
2019
Q4 		$359K Buy
2,304
+500
+28% +$76.5K 0.09% 86
2019
Q3 		$291K Hold
1,804
– – 0.08% 92
2019
Q2 		$266K Hold
1,804
– – 0.07% 92
2019
Q1 		$253K Buy
+1,804
New +$240K 0.07% 90

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

Traphagen Investment Advisors's CB Position: Q2 2026 in Review

Traphagen Investment Advisors opened a new position in Chubb (CB) in Q2 2026: 658 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: Traphagen Investment Advisors previously reported a position in CB as recently as Q2 2023.

Traphagen Investment Advisors first reported a position in CB in Q1 2019 and has held it in 19 quarters since. The position peaked at $537K in Q4 2021. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Traphagen Investment Advisors held 658 shares of Chubb worth $224K as of Q2 2026.
  • Chubb was a new Traphagen Investment Advisors position in Q2 2026.
  • Chubb made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #192 holding.
  • Traphagen Investment Advisors first reported a position in Chubb in Q1 2019 and has held it in 19 quarters since.
  • Traphagen Investment Advisors's Chubb position peaked at $537K in Q4 2021.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.