AWC
CB icon

Abundance Wealth Counselors’s Chubb CB Stock Holding History

Abundance Wealth Counselors’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 		$777K Buy
2,280
+3
+0.1% +$979 0.05% 148
2026
Q1 		$742K Buy
+2,277
New +$731K 0.11% 124

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

Abundance Wealth Counselors's CB Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Chubb (CB) stake by 0.13% in Q2 2026, buying an estimated $979 and bringing the position to 2,280 shares worth $777K. The position accounts for 0.05% of the portfolio, ranked #148.

Abundance Wealth Counselors 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.

  • Abundance Wealth Counselors held 2,280 shares of Chubb worth $777K as of Q2 2026.
  • Abundance Wealth Counselors bought 3 Chubb shares in Q2 2026, an estimated $979.
  • Chubb made up 0.05% of Abundance Wealth Counselors's portfolio in Q2 2026, its #148 holding.
  • Abundance Wealth Counselors 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 Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.