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Van Hulzen Asset Management’s Chubb CB Stock Holding History

Van Hulzen Asset 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 		$24M Buy
70,297
+6,278
+10% +$2.05M 1.7% 13
2026
Q1 		$20.9M Buy
64,019
+27,664
+76% +$8.88M 1.55% 16
2025
Q4 		$11.3M Buy
36,355
+404
+1% +$118K 0.83% 37
2025
Q3 		$10.1M Buy
35,951
+203
+0.6% +$55.9K 0.75% 41
2025
Q2 		$10.4M Buy
35,748
+3,496
+11% +$1.01M 0.86% 37
2025
Q1 		$9.74M Sell
32,252
-3,688
-10% -$1.02M 0.89% 36
2024
Q4 		$9.93M Buy
35,940
+34,620
+2,623% +$9.83M 0.73% 41
2024
Q3 		$381K Buy
1,320
+2
+0.2% +$548 0.03% 238
2024
Q2 		$336K Buy
1,318
+120
+10% +$30.8K 0.02% 243
2024
Q1 		$310K Sell
1,198
-110
-8% -$27K 0.02% 264
2023
Q4 		$296K Hold
1,308
– – 0.02% 269
2023
Q3 		$272K Buy
1,308
+141
+12% +$28.5K 0.02% 258
2023
Q2 		$225K Sell
1,167
-41
-3% -$8.03K 0.02% 281
2023
Q1 		$235K Buy
1,208
+41
+4% +$8.62K 0.02% 258
2022
Q4 		$257K Hold
1,167
– – 0.03% 244
2022
Q3 		$212K Sell
1,167
-17,373
-94% -$3.3M 0.03% 250
2022
Q2 		$3.65M Buy
18,540
+17,400
+1,526% +$3.58M 0.44% 61
2022
Q1 		$244K Hold
1,140
– – 0.03% 260
2021
Q4 		$220K Buy
+1,140
New +$214K 0.02% 279
2020
Q3 		– Sell
-3,600
Closed -$456K – 267
2020
Q2 		$456K Sell
3,600
-447
-11% -$51.8K 0.07% 135
2020
Q1 		$452K Sell
4,047
-577
-12% -$82.7K 0.1% 125
2019
Q4 		$720K Buy
+4,624
New +$708K 0.14% 110

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

Van Hulzen Asset Management's CB Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Chubb (CB) stake by 9.8% in Q2 2026, buying an estimated $2.05M and bringing the position to 70,297 shares worth $24M. The position accounts for 1.7% of the portfolio, ranked #13.

Van Hulzen Asset Management first reported a position in CB in Q4 2019 and has held it in 22 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Van Hulzen Asset Management held 70,297 shares of Chubb worth $24M as of Q2 2026.
  • Van Hulzen Asset Management bought 6,278 Chubb shares in Q2 2026, an estimated $2.05M.
  • Chubb made up 1.7% of Van Hulzen Asset Management's portfolio in Q2 2026, its #13 holding.
  • Van Hulzen Asset Management first reported a position in Chubb in Q4 2019 and has held it in 22 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.