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Waterloo Capital’s Chubb CB Stock Holding History

Waterloo Capital’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 		$927K Buy
2,719
+15
+0.6% +$4.89K 0.05% 259
2026
Q1 		$881K Buy
2,704
+79
+3% +$25.3K 0.06% 221
2025
Q4 		$819K Buy
2,625
+516
+24% +$151K 0.06% 228
2025
Q3 		$595K Sell
2,109
-279
-12% -$76.8K 0.04% 245
2025
Q2 		$692K Buy
2,388
+1,498
+168% +$431K 0.06% 225
2025
Q1 		$269K Buy
+890
New +$247K 0.03% 336

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 $3.38T AUM 44.17% 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

Waterloo Capital's CB Position: Q2 2026 in Review

Waterloo Capital increased its Chubb (CB) stake by 0.55% in Q2 2026, buying an estimated $4.89K and bringing the position to 2,719 shares worth $927K. The position accounts for 0.05% of the portfolio, ranked #259.

Waterloo Capital first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Waterloo Capital held 2,719 shares of Chubb worth $927K as of Q2 2026.
  • Waterloo Capital bought 15 Chubb shares in Q2 2026, an estimated $4.89K.
  • Chubb made up 0.05% of Waterloo Capital's portfolio in Q2 2026, its #259 holding.
  • Waterloo Capital first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.