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Vision Retirement’s Chubb CB Stock Holding History

Vision Retirement’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 		$39.2K Buy
115
+11
+11% +$3.59K 0.01% 264
2026
Q1 		$33.9K Buy
104
+4
+4% +$1.28K 0.01% 262
2025
Q4 		$31.2K Buy
+100
New +$29.2K 0.01% 281

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vision Retirement's CB Position: Q2 2026 in Review

Vision Retirement increased its Chubb (CB) stake by 11% in Q2 2026, buying an estimated $3.59K and bringing the position to 115 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #264.

Vision Retirement first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,069 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Vision Retirement held 115 shares of Chubb worth $39.2K as of Q2 2026.
  • Vision Retirement bought 11 Chubb shares in Q2 2026, an estimated $3.59K.
  • Chubb made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #264 holding.
  • Vision Retirement first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.