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Wealth Management Associates’s Chubb CB Stock Holding History

Wealth Management Associates’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 		$359K Hold
1,055
– – 0.1% 172
2026
Q1 		$344K Hold
1,055
– – 0.12% 159
2025
Q4 		$329K Hold
1,055
– – 0.11% 164
2025
Q3 		$298K Buy
1,055
+73
+7% +$20.1K 0.11% 171
2025
Q2 		$285K Hold
982
– – 0.11% 168
2025
Q1 		$297K Buy
982
+157
+19% +$43.6K 0.13% 159
2024
Q4 		$228K Hold
825
– – 0.1% 185
2024
Q3 		$238K Buy
825
+15
+2% +$4.11K 0.1% 181
2024
Q2 		$207K Hold
810
– – 0.1% 192
2024
Q1 		$207K Buy
+810
New +$199K 0.1% 192

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

Wealth Management Associates's CB Position: Q2 2026 in Review

Wealth Management Associates held its Chubb (CB) position steady in Q2 2026 at 1,055 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #172.

Wealth Management Associates first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Wealth Management Associates held 1,055 shares of Chubb worth $359K as of Q2 2026.
  • Wealth Management Associates left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #172 holding.
  • Wealth Management Associates first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.