WoodTrust Financial’s Chubb CB Stock Holding History

WoodTrust 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	$328K	Buy	962 +5	+0.5%	+$1.63K	0.04%	146
2026 Q1	$312K	Buy	957 +240	+33%	+$77K	0.04%	139
2025 Q4	$224K	Hold	717	–	–	0.03%	170
2025 Q3	$202K	Sell	717 -330	-32%	-$90.8K	0.02%	178
2025 Q2	$303K	Buy	1,047 +70	+7%	+$20.1K	0.04%	128
2025 Q1	$295K	Buy	977 +53	+6%	+$14.7K	0.04%	137
2024 Q4	$255K	Hold	924	–	–	0.04%	151
2024 Q3	$266K	Hold	924	–	–	0.04%	156
2024 Q2	$236K	Hold	924	–	–	0.04%	155
2024 Q1	$239K	Buy	924 +5	+0.5%	+$1.23K	0.04%	154
2023 Q4	$208K	Buy	+919	New	+$201K	0.04%	160
2023 Q1	–	Sell	-918	Closed	-$203K	–	147
2022 Q4	$203K	Buy	+918	New	+$191K	0.04%	143

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

WoodTrust Financial's CB Position: Q2 2026 in Review

WoodTrust Financial increased its Chubb (CB) stake by 0.52% in Q2 2026, buying an estimated $1.63K and bringing the position to 962 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #146.

WoodTrust Financial first reported a position in CB in Q4 2022 and has held it in 12 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

WoodTrust Financial held 962 shares of Chubb worth $328K as of Q2 2026.
WoodTrust Financial bought 5 Chubb shares in Q2 2026, an estimated $1.63K.
Chubb made up 0.04% of WoodTrust Financial's portfolio in Q2 2026, its #146 holding.
WoodTrust Financial first reported a position in Chubb in Q4 2022 and has held it in 12 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.