Womack Financial’s Chubb CB Stock Holding History

Womack Financial’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	$319K	Sell	935 -38	-4%	-$12.4K	0.21%	59
2026 Q1	$317K	Hold	973	–	–	0.23%	56
2025 Q4	$304K	Hold	973	–	–	0.22%	60
2025 Q3	$275K	Hold	973	–	–	0.21%	64
2025 Q2	$282K	Hold	973	–	–	0.23%	57
2025 Q1	$294K	Hold	973	–	–	0.27%	55
2024 Q4	$269K	Buy	+973	New	+$276K	0.24%	59

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Womack Financial's CB Position: Q2 2026 in Review

Womack Financial reduced its Chubb (CB) stake by 3.9% in Q2 2026, selling an estimated $12.4K and leaving 935 shares worth $319K. The position accounts for 0.21% of the portfolio, ranked #59.

Womack Financial first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Womack Financial held 935 shares of Chubb worth $319K as of Q2 2026.
Womack Financial sold 38 Chubb shares in Q2 2026, an estimated $12.4K.
Chubb made up 0.21% of Womack Financial's portfolio in Q2 2026, its #59 holding.
Womack Financial first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.