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Western Wealth Management’s Chubb CB Stock Holding History

Western Wealth Management’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 		$868K Sell
2,549
-5
-0.2% -$1.63K 0.03% 520
2026
Q1 		$832K Sell
2,554
-97
-4% -$31.1K 0.03% 499
2025
Q4 		$828K Sell
2,651
-1
-0% -$292 0.04% 396
2025
Q3 		$748K Buy
2,652
+78
+3% +$21.5K 0.04% 361
2025
Q2 		$746K Buy
2,574
+299
+13% +$86K 0.04% 329
2025
Q1 		$687K Sell
2,275
-14
-0.6% -$3.89K 0.05% 317
2024
Q4 		$632K Buy
2,289
+215
+10% +$61.1K 0.03% 393
2024
Q3 		$598K Sell
2,074
-190
-8% -$52.1K 0.03% 413
2024
Q2 		$578K Buy
2,264
+69
+3% +$17.7K 0.04% 331
2024
Q1 		$569K Buy
2,195
+66
+3% +$16.2K 0.04% 338
2023
Q4 		$481K Buy
2,129
+18
+0.9% +$3.94K 0.03% 426
2023
Q3 		$440K Buy
2,111
+20
+1% +$4.04K 0.04% 417
2023
Q2 		$403K Buy
2,091
+43
+2% +$8.42K 0.03% 433
2023
Q1 		$398K Sell
2,048
-110
-5% -$23.1K 0.04% 431
2022
Q4 		$476K Sell
2,158
-2,688
-55% -$559K 0.05% 347
2022
Q3 		$882K Sell
4,846
-3,184
-40% -$605K 0.05% 333
2022
Q2 		$1.58M Buy
8,030
+282
+4% +$58.1K 0.09% 222
2022
Q1 		$1.66M Buy
7,748
+5,423
+233% +$1.1M 0.08% 232
2021
Q4 		$450K Buy
+2,325
New +$437K 0.04% 355
2021
Q2 		$290K Sell
1,847
-9
-0.5% -$1.49K 0.03% 502
2021
Q1 		$293K Sell
1,856
-43
-2% -$6.93K 0.04% 405
2020
Q4 		$292K Sell
1,899
-1,539
-45% -$216K 0.04% 361
2020
Q3 		$399K Buy
3,438
+266
+8% +$33.4K 0.07% 278
2020
Q2 		$402K Sell
3,172
-62
-2% -$7.18K 0.07% 261
2020
Q1 		$365K Buy
3,234
+1,335
+70% +$191K 0.08% 234
2019
Q4 		$296K Sell
1,899
-1,083
-36% -$166K 0.04% 311
2019
Q3 		$481K Buy
2,982
+1,511
+103% +$234K 0.1% 220
2019
Q2 		$215K Sell
1,471
-284
-16% -$41K 0.03% 372
2019
Q1 		$244K Sell
1,755
-134
-7% -$17.8K 0.05% 324
2018
Q4 		$243K Buy
+1,889
New +$244K 0.07% 286

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

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

Western Wealth Management reduced its Chubb (CB) stake by 0.2% in Q2 2026, selling an estimated $1.63K and leaving 2,549 shares worth $868K. The position accounts for 0.03% of the portfolio, ranked #520.

Western Wealth Management first reported a position in CB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.66M in Q1 2022. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Western Wealth Management held 2,549 shares of Chubb worth $868K as of Q2 2026.
  • Western Wealth Management sold 5 Chubb shares in Q2 2026, an estimated $1.63K.
  • Chubb made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Western Wealth Management first reported a position in Chubb in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Chubb position peaked at $1.66M in Q1 2022.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.