TRB Wealth Management’s Chubb CB Stock Holding History

TRB 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	$1.27M	Buy	3,715 +731	+24%	+$238K	0.17%	72
2026 Q1	$975K	Buy	+2,984	New	+$957K	0.14%	94

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

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

TRB Wealth Management increased its Chubb (CB) stake by 24% in Q2 2026, buying an estimated $238K and bringing the position to 3,715 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #72.

TRB Wealth Management first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

TRB Wealth Management held 3,715 shares of Chubb worth $1.27M as of Q2 2026.
TRB Wealth Management bought 731 Chubb shares in Q2 2026, an estimated $238K.
Chubb made up 0.17% of TRB Wealth Management's portfolio in Q2 2026, its #72 holding.
TRB Wealth Management first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.