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Williams Jones Wealth Management’s Chubb CB Stock Holding History

Williams Jones 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 		$1M Sell
2,943
-155
-5% -$50.6K 0.01% 264
2026
Q1 		$1.01M Sell
3,098
-26
-0.8% -$8.34K 0.01% 259
2025
Q4 		$975K Sell
3,124
-44
-1% -$12.9K 0.01% 257
2025
Q3 		$894K Sell
3,168
-872
-22% -$240K 0.01% 265
2025
Q2 		$1.17M Sell
4,040
-83
-2% -$23.9K 0.01% 238
2025
Q1 		$1.25M Sell
4,123
-965
-19% -$268K 0.02% 221
2024
Q4 		$1.41M Buy
5,088
+2,500
+97% +$710K 0.02% 214
2024
Q3 		$746K Sell
2,588
-49
-2% -$13.4K 0.01% 294
2024
Q2 		$673K Buy
2,637
+77
+3% +$19.8K 0.01% 303
2024
Q1 		$663K Buy
2,560
+4
+0.2% +$983 0.01% 312
2023
Q4 		$578K Buy
2,556
+260
+11% +$56.9K 0.01% 320
2023
Q3 		$478K Sell
2,296
-793
-26% -$160K 0.01% 347
2023
Q2 		$595K Buy
3,089
+58
+2% +$11.4K 0.01% 312
2023
Q1 		$589K Buy
3,031
+150
+5% +$31.5K 0.01% 338
2022
Q4 		$636K Buy
2,881
+24
+0.8% +$4.99K 0.01% 325
2022
Q3 		$520K Sell
2,857
-70
-2% -$13.3K 0.01% 353
2022
Q2 		$575K Buy
2,927
+1,039
+55% +$214K 0.01% 341
2022
Q1 		$404K Sell
1,888
-108
-5% -$21.9K 0.01% 383
2021
Q4 		$386K Buy
1,996
+53
+3% +$9.96K ﹤0.01% 364
2021
Q3 		$337K Buy
1,943
+20
+1% +$3.51K ﹤0.01% 379
2021
Q2 		$306K Buy
1,923
+7
+0.4% +$1.16K ﹤0.01% 405
2021
Q1 		$303K Buy
1,916
+7
+0.4% +$1.13K ﹤0.01% 388
2020
Q4 		$294K Sell
1,909
-660
-26% -$92.5K ﹤0.01% 371
2020
Q3 		$298K Sell
2,569
-3,740
-59% -$470K 0.01% 330
2020
Q2 		$799K Buy
6,309
+181
+3% +$21K 0.02% 217
2020
Q1 		$684K Buy
6,128
+69
+1% +$9.89K 0.02% 202
2019
Q4 		$943K Sell
6,059
-100
-2% -$15.3K 0.02% 210
2019
Q3 		$994K Buy
+6,159
New +$953K 0.02% 202

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

Williams Jones Wealth Management's CB Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Chubb (CB) stake by 5% in Q2 2026, selling an estimated $50.6K and leaving 2,943 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #264.

Williams Jones Wealth Management first reported a position in CB in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.41M in Q4 2024. 2,163 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Williams Jones Wealth Management held 2,943 shares of Chubb worth $1M as of Q2 2026.
  • Williams Jones Wealth Management sold 155 Chubb shares in Q2 2026, an estimated $50.6K.
  • Chubb made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Williams Jones Wealth Management first reported a position in Chubb in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Chubb position peaked at $1.41M in Q4 2024.
  • 2,163 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.