WT Wealth Management’s Chubb CB Stock Holding History

WT 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	$287K	Hold	842	–	–	0.08%	114
2026 Q1	$274K	Hold	842	–	–	0.08%	113
2025 Q4	$263K	Hold	842	–	–	0.08%	111
2025 Q3	$238K	Hold	842	–	–	0.07%	126
2025 Q2	$244K	Hold	842	–	–	0.07%	127
2025 Q1	$254K	Hold	842	–	–	0.08%	106
2024 Q4	$233K	Hold	842	–	–	0.07%	118
2024 Q3	$254K	Hold	842	–	–	0.08%	114
2024 Q2	$215K	Sell	842 -31	-4%	-$7.96K	0.07%	111
2024 Q1	$226K	Buy	+873	New	+$215K	0.08%	101

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

WT Wealth Management's CB Position: Q2 2026 in Review

WT Wealth Management held its Chubb (CB) position steady in Q2 2026 at 842 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #114.

WT Wealth Management first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

WT Wealth Management held 842 shares of Chubb worth $287K as of Q2 2026.
WT Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.08% of WT Wealth Management's portfolio in Q2 2026, its #114 holding.
WT Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.