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Waypoint Wealth Counsel’s Chubb CB Stock Holding History

Waypoint Wealth Counsel’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 		$454K Sell
1,332
-1,563
-54% -$510K 0.28% 60
2026
Q1 		$944K Sell
2,895
-1,223
-30% -$392K 0.49% 34
2025
Q4 		$1.29M Buy
4,118
+1,784
+76% +$522K 0.47% 38
2025
Q3 		$659K Buy
2,334
+978
+72% +$269K 0.26% 65
2025
Q2 		$393K Buy
+1,356
New +$390K 0.19% 79

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

Waypoint Wealth Counsel's CB Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Chubb (CB) stake by 54% in Q2 2026, selling an estimated $510K and leaving 1,332 shares worth $454K. The position accounts for 0.28% of the portfolio, ranked #60.

Waypoint Wealth Counsel first reported a position in CB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q4 2025. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Waypoint Wealth Counsel held 1,332 shares of Chubb worth $454K as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,563 Chubb shares in Q2 2026, an estimated $510K.
  • Chubb made up 0.28% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #60 holding.
  • Waypoint Wealth Counsel first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's Chubb position peaked at $1.29M in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.