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Winthrop Partners - WNY’s Chubb CB Stock Holding History

Winthrop Partners - WNY’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 		$3.35M Buy
9,817
+56
+0.6% +$18.3K 1.65% 24
2026
Q1 		$3.18M Sell
9,761
-48
-0.5% -$15.4K 1.7% 23
2025
Q4 		$3.06M Buy
+9,809
New +$2.87M 1.65% 24
2019
Q3 		$1.55M Buy
9,612
+943
+11% +$146K 1.05% 36
2019
Q2 		$1.28M Buy
8,669
+368
+4% +$53.1K 0.96% 41
2019
Q1 		$1.17M Buy
8,301
+3,151
+61% +$419K 0.92% 40
2018
Q4 		$665K Sell
5,150
-2,380
-32% -$308K 0.62% 48
2018
Q3 		$1.01M Buy
7,530
+1,722
+30% +$233K 0.81% 41
2018
Q2 		$738K Buy
5,808
+313
+6% +$41.6K 0.61% 51
2018
Q1 		$737K Buy
5,495
+326
+6% +$47.2K 0.57% 52
2017
Q4 		$744K Buy
+5,169
New +$772K 0.61% 53

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

Winthrop Partners - WNY's CB Position: Q2 2026 in Review

Winthrop Partners - WNY increased its Chubb (CB) stake by 0.57% in Q2 2026, buying an estimated $18.3K and bringing the position to 9,817 shares worth $3.35M. The position accounts for 1.65% of the portfolio, ranked #24.

Winthrop Partners - WNY first reported a position in CB in Q4 2017 and has held it in 11 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Winthrop Partners - WNY held 9,817 shares of Chubb worth $3.35M as of Q2 2026.
  • Winthrop Partners - WNY bought 56 Chubb shares in Q2 2026, an estimated $18.3K.
  • Chubb made up 1.65% of Winthrop Partners - WNY's portfolio in Q2 2026, its #24 holding.
  • Winthrop Partners - WNY first reported a position in Chubb in Q4 2017 and has held it in 11 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.