ViaWealth’s Chubb CB Stock Holding History

ViaWealth’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	$978K	Sell	2,870 -23	-0.8%	-$7.5K	0.49%	58
2026 Q1	$943K	Buy	2,893 +7	+0.2%	+$2.25K	0.52%	58
2025 Q4	$901K	Sell	2,886 -270	-9%	-$78.9K	0.51%	55
2025 Q3	$891K	Sell	3,156 -203	-6%	-$55.9K	0.49%	56
2025 Q2	$973K	Sell	3,359 -177	-5%	-$50.9K	0.58%	52
2025 Q1	$1.07M	Sell	3,536 -212	-6%	-$58.9K	0.66%	41
2024 Q4	$1.04M	Sell	3,748 -351	-9%	-$99.7K	0.63%	44
2024 Q3	$1.18M	Sell	4,099 -866	-17%	-$237K	0.69%	40
2024 Q2	$1.27M	Sell	4,965 -13	-0.3%	-$3.34K	0.79%	32
2024 Q1	$1.29M	Sell	4,978 -327	-6%	-$80.4K	0.81%	32
2023 Q4	$1.2M	Sell	5,305 -12	-0.2%	-$2.62K	0.82%	33
2023 Q3	$1.11M	Hold	5,317	–	–	0.81%	31
2023 Q2	$1.02M	Hold	5,317	–	–	0.76%	34
2023 Q1	$1.03M	Hold	5,317	–	–	0.82%	31
2022 Q4	$1.19M	Buy	+5,317	New	+$1.11M	0.98%	25

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

ViaWealth's CB Position: Q2 2026 in Review

ViaWealth reduced its Chubb (CB) stake by 0.8% in Q2 2026, selling an estimated $7.5K and leaving 2,870 shares worth $978K. The position accounts for 0.49% of the portfolio, ranked #58.

ViaWealth first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q1 2024. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

ViaWealth held 2,870 shares of Chubb worth $978K as of Q2 2026.
ViaWealth sold 23 Chubb shares in Q2 2026, an estimated $7.5K.
Chubb made up 0.49% of ViaWealth's portfolio in Q2 2026, its #58 holding.
ViaWealth first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Chubb position peaked at $1.29M in Q1 2024.
2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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