Wealth Intelligence’s Chubb CB Stock Holding History

Wealth Intelligence’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	$2.89M	Sell	8,493 -257	-3%	-$83.8K	1.34%	15
2026 Q1	$2.85M	Sell	8,750 -374	-4%	-$120K	1.37%	14
2025 Q4	$2.85M	Buy	+9,124	New	+$2.67M	1.41%	13

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

Wealth Intelligence's CB Position: Q2 2026 in Review

Wealth Intelligence reduced its Chubb (CB) stake by 2.9% in Q2 2026, selling an estimated $83.8K and leaving 8,493 shares worth $2.89M. The position accounts for 1.34% of the portfolio, ranked #15.

Wealth Intelligence first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Wealth Intelligence held 8,493 shares of Chubb worth $2.89M as of Q2 2026.
Wealth Intelligence sold 257 Chubb shares in Q2 2026, an estimated $83.8K.
Chubb made up 1.34% of Wealth Intelligence's portfolio in Q2 2026, its #15 holding.
Wealth Intelligence first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wealth Intelligence's 13F filing for Q2 2026, filed 13 Jul 2026.