XF
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XML Financial’s Chubb CB Stock Holding History

XML 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 		$204K Buy
+600
New +$196K 0.01% 433
2026
Q1 		– Sell
-651
Closed -$203K – 426
2025
Q4 		$203K Buy
+651
New +$190K 0.02% 423
2024
Q4 		– Sell
-710
Closed -$205K – 363
2024
Q3 		$205K Buy
+710
New +$195K 0.02% 326
2023
Q1 		– Sell
-960
Closed -$212K – 335
2022
Q4 		$212K Buy
+960
New +$200K 0.03% 306

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

XML Financial's CB Position: Q2 2026 in Review

XML Financial opened a new position in Chubb (CB) in Q2 2026: 600 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: XML Financial previously reported a position in CB as recently as Q4 2025.

XML Financial first reported a position in CB in Q4 2022 and has held it in 4 quarters since. The position peaked at $212K in Q4 2022. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • XML Financial held 600 shares of Chubb worth $204K as of Q2 2026.
  • Chubb was a new XML Financial position in Q2 2026.
  • Chubb made up 0.01% of XML Financial's portfolio in Q2 2026, its #433 holding.
  • XML Financial first reported a position in Chubb in Q4 2022 and has held it in 4 quarters since.
  • XML Financial's Chubb position peaked at $212K in Q4 2022.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.