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West Family Investments’s Chubb CB Stock Holding History

West Family Investments’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 		$754K Buy
2,214
+466
+27% +$152K 0.22% 96
2026
Q1 		$570K Sell
1,748
-678
-28% -$218K 0.2% 94
2025
Q4 		$757K Sell
2,426
-866
-26% -$253K 0.18% 113
2025
Q3 		$929K Sell
3,292
-254
-7% -$69.9K 0.21% 100
2025
Q2 		$1.03M Buy
3,546
+512
+17% +$147K 0.27% 76
2025
Q1 		$916K Buy
3,034
+265
+10% +$73.6K 0.35% 59
2024
Q4 		$765K Buy
2,769
+6
+0.2% +$1.7K 0.27% 75
2024
Q3 		$797K Buy
2,763
+139
+5% +$38.1K 0.27% 73
2024
Q2 		$669K Buy
2,624
+821
+46% +$211K 0.2% 87
2024
Q1 		$467K Buy
1,803
+147
+9% +$36.1K 0.15% 116
2023
Q4 		$374K Buy
1,656
+282
+21% +$61.7K 0.13% 127
2023
Q3 		$286K Hold
1,374
– – 0.1% 169
2023
Q2 		$265K Sell
1,374
-238
-15% -$46.6K 0.1% 179
2023
Q1 		$313K Hold
1,612
– – 0.12% 123
2022
Q4 		$356K Buy
1,612
+18
+1% +$3.75K 0.12% 139
2022
Q3 		$290K Sell
1,594
-32
-2% -$6.08K 0.12% 160
2022
Q2 		$320K Hold
1,626
– – 0.13% 140
2022
Q1 		$348K Hold
1,626
– – 0.1% 163
2021
Q4 		$314K Sell
1,626
-143
-8% -$26.9K 0.09% 191
2021
Q3 		$307K Buy
1,769
+170
+11% +$29.8K 0.08% 213
2021
Q2 		$254K Buy
+1,599
New +$265K 0.07% 267

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

West Family Investments's CB Position: Q2 2026 in Review

West Family Investments increased its Chubb (CB) stake by 27% in Q2 2026, buying an estimated $152K and bringing the position to 2,214 shares worth $754K. The position accounts for 0.22% of the portfolio, ranked #96.

West Family Investments first reported a position in CB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.03M in Q2 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • West Family Investments held 2,214 shares of Chubb worth $754K as of Q2 2026.
  • West Family Investments bought 466 Chubb shares in Q2 2026, an estimated $152K.
  • Chubb made up 0.22% of West Family Investments's portfolio in Q2 2026, its #96 holding.
  • West Family Investments first reported a position in Chubb in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Chubb position peaked at $1.03M in Q2 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.