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BOLTON SECURITIES CORPORATION’s Chubb CB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$526K Buy
1,544
+597
+63% +$195K 0.02% 595
2026
Q1 		$309K Buy
+947
New +$304K 0.01% 680
2025
Q3 		$241K Buy
+854
New +$235K 0.01% 698
2025
Q1 		$217K Buy
+719
New +$200K 0.01% 675

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 $3.44T AUM 36.12% 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 $2.32T AUM 44.66% 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 $1.92T AUM 36.1% 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

BOLTON SECURITIES CORPORATION's CB Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION increased its Chubb (CB) stake by 63% in Q2 2026, buying an estimated $195K and bringing the position to 1,544 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #595.

BOLTON SECURITIES CORPORATION first reported a position in CB in Q1 2025 and has held it in 4 quarters since. 2,172 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 1,544 shares of Chubb worth $526K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION bought 597 Chubb shares in Q2 2026, an estimated $195K.
  • Chubb made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #595 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Chubb in Q1 2025 and has held it in 4 quarters since.
  • 2,172 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.