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Vest Financial’s Chubb CB Stock Holding History

Vest Financial’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 		$138M Sell
404,449
-4,611
-1% -$1.5M 1.45% 6
2026
Q1 		$133M Buy
409,060
+8,756
+2% +$2.81M 1.6% 1
2025
Q4 		$125M Buy
400,304
+9,365
+2% +$2.74M 1.58% 1
2025
Q3 		$110M Buy
390,939
+37,343
+11% +$10.3M 1.44% 2
2025
Q2 		$102M Sell
353,596
-3,736
-1% -$1.08M 1.45% 1
2025
Q1 		$108M Buy
357,332
+34,428
+11% +$9.57M 1.68% 1
2024
Q4 		$89.2M Buy
322,904
+36,016
+13% +$10.2M 1.58% 1
2024
Q3 		$82.7M Buy
286,888
+19,691
+7% +$5.4M 1.6% 2
2024
Q2 		$68.2M Buy
267,197
+46,779
+21% +$12M 1.63% 2
2024
Q1 		$57.1M Buy
220,418
+92,998
+73% +$22.9M 1.52% 3
2023
Q4 		$28.8M Buy
127,420
+20,150
+19% +$4.41M 1.07% 44
2023
Q3 		$22.3M Buy
107,270
+48,018
+81% +$9.71M 1.22% 17
2023
Q2 		$11.3M Buy
59,252
+14,908
+34% +$2.92M 1.05% 60
2023
Q1 		$8.61M Sell
44,344
-594
-1% -$125K 1.17% 65
2022
Q4 		$9.91M Sell
44,938
-4,373
-9% -$910K 1.55% 27
2022
Q3 		$8.97M Buy
49,311
+3,518
+8% +$668K 1.7% 11
2022
Q2 		$9.06M Buy
45,793
+2,840
+7% +$585K 1.65% 21
2022
Q1 		$9.19M Buy
42,953
+6,803
+19% +$1.38M 1.67% 12
2021
Q4 		$6.99M Buy
36,150
+4,749
+15% +$892K 1.52% 43
2021
Q3 		$5.45M Buy
31,401
+7,532
+32% +$1.32M 1.66% 8
2021
Q2 		$3.79M Buy
23,869
+7,416
+45% +$1.23M 1.44% 55
2021
Q1 		$2.6M Sell
16,453
-228
-1% -$36.7K 1.49% 45
2020
Q4 		$2.57M Buy
+16,681
New +$2.34M 1.72% 4

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

Vest Financial's CB Position: Q2 2026 in Review

Vest Financial reduced its Chubb (CB) stake by 1.1% in Q2 2026, selling an estimated $1.5M and leaving 404,449 shares worth $138M. The position accounts for 1.45% of the portfolio, ranked #6.

Vest Financial first reported a position in CB in Q4 2020 and has held it in 23 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Vest Financial held 404,449 shares of Chubb worth $138M as of Q2 2026.
  • Vest Financial sold 4,611 Chubb shares in Q2 2026, an estimated $1.5M.
  • Chubb made up 1.45% of Vest Financial's portfolio in Q2 2026, its #6 holding.
  • Vest Financial first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.