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Wayfinding Financial’s Chubb CB Stock Holding History

Wayfinding 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 		$306K Sell
895
-4
-0.4% -$1.3K 0.12% 121
2026
Q1 		$294K Buy
899
+20
+2% +$6.42K 0.13% 109
2025
Q4 		$275K Buy
879
+10
+1% +$2.92K 0.12% 116
2025
Q3 		$246K Sell
869
-3
-0.3% -$826 0.11% 122
2025
Q2 		$233K Sell
872
-55
-6% -$15.8K 0.1% 128
2025
Q1 		$281K Sell
927
-55
-6% -$15.3K 0.12% 100
2024
Q4 		$272K Buy
+982
New +$279K 0.15% 100
2024
Q3 		– Sell
-945
Closed -$242K – 52
2024
Q2 		$242K Buy
945
+83
+10% +$21.3K 0.14% 103
2024
Q1 		$217K Buy
+862
New +$212K 0.13% 111

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

Wayfinding Financial's CB Position: Q2 2026 in Review

Wayfinding Financial reduced its Chubb (CB) stake by 0.44% in Q2 2026, selling an estimated $1.3K and leaving 895 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #121.

Wayfinding Financial first reported a position in CB in Q1 2024 and has held it in 9 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Wayfinding Financial held 895 shares of Chubb worth $306K as of Q2 2026.
  • Wayfinding Financial sold 4 Chubb shares in Q2 2026, an estimated $1.3K.
  • Chubb made up 0.12% of Wayfinding Financial's portfolio in Q2 2026, its #121 holding.
  • Wayfinding Financial first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.