AO
CB icon

Advisor OS’s Chubb CB Stock Holding History

Advisor OS’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 		$1.6M Sell
4,698
-675
-13% -$220K 0.11% 140
2026
Q1 		$1.75M Sell
5,373
-1,713
-24% -$550K 0.13% 122
2025
Q4 		$2.21M Buy
7,086
+24
+0.3% +$7.02K 0.18% 90
2025
Q3 		$1.99M Buy
7,062
+3,809
+117% +$1.05M 0.17% 84
2025
Q2 		$942K Buy
3,253
+402
+14% +$116K 0.09% 158
2025
Q1 		$861K Buy
2,851
+748
+36% +$208K 0.1% 148
2024
Q4 		$581K Buy
2,103
+1,371
+187% +$389K 0.07% 200
2024
Q3 		$211K Buy
+732
New +$201K 0.02% 383

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

Advisor OS's CB Position: Q2 2026 in Review

Advisor OS reduced its Chubb (CB) stake by 13% in Q2 2026, selling an estimated $220K and leaving 4,698 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #140.

Advisor OS first reported a position in CB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q4 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Advisor OS held 4,698 shares of Chubb worth $1.6M as of Q2 2026.
  • Advisor OS sold 675 Chubb shares in Q2 2026, an estimated $220K.
  • Chubb made up 0.11% of Advisor OS's portfolio in Q2 2026, its #140 holding.
  • Advisor OS first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • Advisor OS's Chubb position peaked at $2.21M in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.