Zullo Investment Group’s Chubb CB Stock Holding History

Zullo Investment Group’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	$335K	Sell	984 -50	-5%	-$16.3K	0.11%	119
2026 Q1	$337K	Sell	1,034 -30	-3%	-$9.63K	0.13%	113
2025 Q4	$332K	Sell	1,064 -13	-1%	-$3.8K	0.12%	112
2025 Q3	$304K	Hold	1,077	–	–	0.11%	124
2025 Q2	$312K	Buy	1,077 +6	+0.6%	+$1.73K	0.13%	118
2025 Q1	$323K	Sell	1,071 -22	-2%	-$6.11K	0.14%	115
2024 Q4	$302K	Buy	1,093 +30	+3%	+$8.52K	0.12%	120
2024 Q3	$307K	Buy	1,063 +49	+5%	+$13.4K	0.13%	119
2024 Q2	$259K	Buy	1,014 +171	+20%	+$43.9K	0.11%	132
2024 Q1	$218K	Buy	+843	New	+$207K	0.1%	142
2023 Q1	–	Sell	-913	Closed	-$201K	–	210
2022 Q4	$201K	Hold	913	–	–	0.12%	132
2022 Q3	$166K	Sell	913 -17	-2%	-$3.23K	0.11%	147
2022 Q2	$183K	Hold	930	–	–	0.11%	145
2022 Q1	$199K	Sell	930 -14	-1%	-$2.85K	0.1%	150
2021 Q4	$182K	Buy	+944	New	+$177K	0.09%	168

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

Zullo Investment Group's CB Position: Q2 2026 in Review

Zullo Investment Group reduced its Chubb (CB) stake by 4.8% in Q2 2026, selling an estimated $16.3K and leaving 984 shares worth $335K. The position accounts for 0.11% of the portfolio, ranked #119.

Zullo Investment Group first reported a position in CB in Q4 2021 and has held it in 15 quarters since. The position peaked at $337K in Q1 2026. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Zullo Investment Group held 984 shares of Chubb worth $335K as of Q2 2026.
Zullo Investment Group sold 50 Chubb shares in Q2 2026, an estimated $16.3K.
Chubb made up 0.11% of Zullo Investment Group's portfolio in Q2 2026, its #119 holding.
Zullo Investment Group first reported a position in Chubb in Q4 2021 and has held it in 15 quarters since.
Zullo Investment Group's Chubb position peaked at $337K in Q1 2026.
2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.