Trueblood Wealth Management’s Chubb CB Stock Holding History

Trueblood 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	$1.83M	Sell	5,379 -6	-0.1%	-$1.96K	0.64%	44
2026 Q1	$1.76M	Sell	5,385 -67	-1%	-$21.5K	0.69%	39
2025 Q4	$1.7M	Buy	5,452 +48	+0.9%	+$14K	0.66%	42
2025 Q3	$1.53M	Buy	5,404 +185	+4%	+$50.9K	0.59%	52
2025 Q2	$1.51M	Buy	5,219 +228	+5%	+$65.6K	0.63%	44
2025 Q1	$1.51M	Buy	4,991 +821	+20%	+$228K	0.7%	36
2024 Q4	$1.15M	Buy	4,170 +250	+6%	+$71K	0.57%	50
2024 Q3	$1.13M	Buy	3,920 +13	+0.3%	+$3.56K	0.57%	52
2024 Q2	$997K	Buy	3,907 +32	+0.8%	+$8.22K	0.56%	54
2024 Q1	$1M	Buy	3,875 +324	+9%	+$79.7K	0.58%	53
2023 Q4	$803K	Buy	+3,551	New	+$777K	0.5%	63

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

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

Trueblood Wealth Management reduced its Chubb (CB) stake by 0.11% in Q2 2026, selling an estimated $1.96K and leaving 5,379 shares worth $1.83M. The position accounts for 0.64% of the portfolio, ranked #44.

Trueblood Wealth Management first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Trueblood Wealth Management held 5,379 shares of Chubb worth $1.83M as of Q2 2026.
Trueblood Wealth Management sold 6 Chubb shares in Q2 2026, an estimated $1.96K.
Chubb made up 0.64% of Trueblood Wealth Management's portfolio in Q2 2026, its #44 holding.
Trueblood Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.