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Triad Wealth Partners’s Chubb CB Stock Holding History

Triad Wealth Partners’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 		$966K Buy
2,775
+417
+18% +$136K 0.06% 209
2026
Q1 		$769K Buy
2,358
+59
+3% +$18.9K 0.06% 205
2025
Q4 		$718K Buy
2,299
+162
+8% +$47.4K 0.07% 194
2025
Q3 		$603K Buy
2,137
+10
+0.5% +$2.75K 0.08% 176
2025
Q2 		$616K Buy
+2,127
New +$612K 0.12% 128
2024
Q3 		– Sell
-146
Closed -$37.2K – 186
2024
Q2 		$37.2K Buy
+146
New +$37.5K 0.02% 269

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

Triad Wealth Partners's CB Position: Q2 2026 in Review

Triad Wealth Partners increased its Chubb (CB) stake by 18% in Q2 2026, buying an estimated $136K and bringing the position to 2,775 shares worth $966K. The position accounts for 0.06% of the portfolio, ranked #209.

Triad Wealth Partners first reported a position in CB in Q2 2024 and has held it in 6 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Triad Wealth Partners held 2,775 shares of Chubb worth $966K as of Q2 2026.
  • Triad Wealth Partners bought 417 Chubb shares in Q2 2026, an estimated $136K.
  • Chubb made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #209 holding.
  • Triad Wealth Partners first reported a position in Chubb in Q2 2024 and has held it in 6 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.