TritonPoint Wealth’s Chubb CB Stock Holding History

TritonPoint 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	$9.95M	Sell	29,187 -320	-1%	-$104K	0.98%	25
2026 Q1	$9.65M	Sell	29,507 -1,324	-4%	-$425K	1.03%	24
2025 Q4	$9.65M	Sell	30,831 -3,272	-10%	-$957K	0.98%	27
2025 Q3	$9.66M	Buy	34,103 +915	+3%	+$252K	0.83%	30
2025 Q2	$9.65M	Sell	33,188 -918	-3%	-$264K	0.89%	28
2025 Q1	$10.3M	Sell	34,106 -339	-1%	-$94.2K	0.98%	24
2024 Q4	$9.55M	Sell	34,445 -1,222	-3%	-$347K	0.86%	27
2024 Q3	$10.4M	Buy	35,667 +1,615	+5%	+$443K	0.95%	27
2024 Q2	$8.72M	Sell	34,052 -283	-0.8%	-$72.7K	0.84%	31
2024 Q1	$7.46M	Sell	34,335 -1,314	-4%	-$323K	0.78%	31
2023 Q4	$8.09M	Buy	+35,649	New	+$7.8M	0.79%	32

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

TritonPoint Wealth's CB Position: Q2 2026 in Review

TritonPoint Wealth reduced its Chubb (CB) stake by 1.1% in Q2 2026, selling an estimated $104K and leaving 29,187 shares worth $9.95M. The position accounts for 0.98% of the portfolio, ranked #25.

TritonPoint Wealth first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q3 2024. 2,163 funds tracked by Wall St. Rank hold CB as of Q2 2026.

TritonPoint Wealth held 29,187 shares of Chubb worth $9.95M as of Q2 2026.
TritonPoint Wealth sold 320 Chubb shares in Q2 2026, an estimated $104K.
Chubb made up 0.98% of TritonPoint Wealth's portfolio in Q2 2026, its #25 holding.
TritonPoint Wealth first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Chubb position peaked at $10.4M in Q3 2024.
2,163 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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