Wellington-Altus USA’s Chubb CB Stock Holding History

Wellington-Altus USA’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	–	Sell	-223	Closed	-$76K	–	666
2026 Q1	$76K	Buy	+223	New	+$71.5K	0.04%	279

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

Wellington-Altus USA's CB Position: Q2 2026 in Review

Wellington-Altus USA sold out of Chubb (CB) in Q2 2026, closing a stake of 223 shares — an estimated $76K sold.

Wellington-Altus USA first reported a position in CB in Q1 2026 and held it in 1 quarter. The position peaked at $76K in Q1 2026. 2,163 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Wellington-Altus USA reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Wellington-Altus USA sold 223 Chubb shares in Q2 2026, an estimated $76K.
Wellington-Altus USA first reported a position in Chubb in Q1 2026 and held it in 1 quarter.
Wellington-Altus USA's Chubb position peaked at $76K in Q1 2026.
2,163 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.