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Westbourne Investments’s Chubb CB Stock Holding History

Westbourne 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 		$273K Sell
800
-336
-30% -$110K 0.11% 115
2026
Q1 		$370K Buy
+1,136
New +$364K 0.18% 103
2025
Q3 		– Sell
-708
Closed -$205K – 136
2025
Q2 		$205K Hold
708
– – 0.11% 129
2025
Q1 		$214K Sell
708
-350
-33% -$97.3K 0.13% 123
2024
Q4 		$292K Buy
+1,058
New +$300K 0.17% 98

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

Westbourne Investments's CB Position: Q2 2026 in Review

Westbourne Investments reduced its Chubb (CB) stake by 30% in Q2 2026, selling an estimated $110K and leaving 800 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #115.

Westbourne Investments first reported a position in CB in Q4 2024 and has held it in 5 quarters since. The position peaked at $370K in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Westbourne Investments held 800 shares of Chubb worth $273K as of Q2 2026.
  • Westbourne Investments sold 336 Chubb shares in Q2 2026, an estimated $110K.
  • Chubb made up 0.11% of Westbourne Investments's portfolio in Q2 2026, its #115 holding.
  • Westbourne Investments first reported a position in Chubb in Q4 2024 and has held it in 5 quarters since.
  • Westbourne Investments's Chubb position peaked at $370K in Q1 2026.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.