Zhang Financial’s Chubb CB Stock Holding History

Zhang 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	$540K	Buy	1,586 +13	+0.8%	+$4.24K	0.02%	256
2026 Q1	$513K	Buy	+1,573	New	+$505K	0.02%	246

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

Zhang Financial's CB Position: Q2 2026 in Review

Zhang Financial increased its Chubb (CB) stake by 0.83% in Q2 2026, buying an estimated $4.24K and bringing the position to 1,586 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #256.

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

Zhang Financial held 1,586 shares of Chubb worth $540K as of Q2 2026.
Zhang Financial bought 13 Chubb shares in Q2 2026, an estimated $4.24K.
Chubb made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #256 holding.
Zhang Financial first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.