WealthShield Partners’s Chubb CB Stock Holding History

WealthShield Partners’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	$2.98M	Buy	8,730 +188	+2%	+$61.3K	0.46%	64
2026 Q1	$2.78M	Buy	8,542 +400	+5%	+$128K	0.31%	90
2025 Q4	$2.54M	Buy	8,142 +354	+5%	+$104K	0.28%	100
2025 Q3	$2.2M	Buy	7,788 +143	+2%	+$39.4K	0.25%	111
2025 Q2	$2.21M	Buy	7,645 +6,661	+677%	+$1.92M	0.27%	102
2025 Q1	$297K	Buy	+984	New	+$273K	0.04%	271
2024 Q4	–	Sell	-829	Closed	-$239K	–	498
2024 Q3	$239K	Buy	+829	New	+$227K	0.03%	274
2023 Q4	–	Sell	-1,167	Closed	-$244K	–	481
2023 Q3	$244K	Sell	1,167 -7,521	-87%	-$1.52M	0.04%	270
2023 Q2	$1.68M	Buy	8,688 +527	+6%	+$103K	0.25%	104
2023 Q1	$1.59M	Buy	+8,161	New	+$1.72M	0.26%	104
2022 Q4	–	Sell	-6,743	Closed	-$1.23M	–	290
2022 Q3	$1.23M	Buy	6,743 +466	+7%	+$88.5K	0.24%	105
2022 Q2	$1.24M	Buy	6,277 +800	+15%	+$165K	0.25%	104
2022 Q1	$1.18M	Buy	5,477 +1,169	+27%	+$238K	0.19%	126
2021 Q4	$833K	Buy	4,308 +410	+11%	+$77K	0.14%	152
2021 Q3	$676K	Buy	3,898 +392	+11%	+$68.7K	0.18%	112
2021 Q2	$557K	Sell	3,506 -106	-3%	-$17.6K	0.09%	161
2021 Q1	$571K	Buy	3,612 +1,693	+88%	+$273K	0.1%	141
2020 Q4	$295K	Buy	+1,919	New	+$269K	0.05%	237
2020 Q2	–	Sell	-1,934	Closed	-$216K	–	323
2020 Q1	$216K	Buy	+1,934	New	+$277K	0.13%	145

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

WealthShield Partners's CB Position: Q2 2026 in Review

WealthShield Partners increased its Chubb (CB) stake by 2.2% in Q2 2026, buying an estimated $61.3K and bringing the position to 8,730 shares worth $2.98M. The position accounts for 0.46% of the portfolio, ranked #64.

WealthShield Partners first reported a position in CB in Q1 2020 and has held it in 19 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

WealthShield Partners held 8,730 shares of Chubb worth $2.98M as of Q2 2026.
WealthShield Partners bought 188 Chubb shares in Q2 2026, an estimated $61.3K.
Chubb made up 0.46% of WealthShield Partners's portfolio in Q2 2026, its #64 holding.
WealthShield Partners first reported a position in Chubb in Q1 2020 and has held it in 19 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.