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Whipplewood Advisors’s Chubb CB Stock Holding History

Whipplewood Advisors’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 		$10.9K Sell
32
-38
-54% -$12.4K 0.01% 239
2026
Q1 		$22.8K Buy
70
+64
+1,067% +$20.5K 0.01% 373
2025
Q4 		$1.87K Buy
+6
New +$1.75K ﹤0.01% 351
2025
Q3 		– Sell
-145
Closed -$42K – 430
2025
Q2 		$42K Buy
145
+17
+13% +$4.89K 0.02% 348
2025
Q1 		$43.2K Sell
128
-15
-10% -$4.17K 0.03% 326
2024
Q4 		$39.5K Buy
+143
New +$40.6K 0.02% 343

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's CB Position: Q2 2026 in Review

Whipplewood Advisors reduced its Chubb (CB) stake by 54% in Q2 2026, selling an estimated $12.4K and leaving 32 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #239.

Whipplewood Advisors first reported a position in CB in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.2K in Q1 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Whipplewood Advisors held 32 shares of Chubb worth $10.9K as of Q2 2026.
  • Whipplewood Advisors sold 38 Chubb shares in Q2 2026, an estimated $12.4K.
  • Chubb made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #239 holding.
  • Whipplewood Advisors first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Chubb position peaked at $43.2K in Q1 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.