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Advyzon Investment Management’s Chubb CB Stock Holding History

Advyzon Investment Management’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 		$1.05M Sell
3,070
-300
-9% -$97.8K 0.08% 249
2026
Q1 		$1.1M Buy
3,370
+1,722
+104% +$552K 0.1% 208
2025
Q4 		$514K Buy
1,648
+329
+25% +$96.2K 0.06% 314
2025
Q3 		$372K Buy
1,319
+155
+13% +$42.7K 0.06% 275
2025
Q2 		$337K Buy
1,164
+129
+12% +$37.1K 0.07% 255
2025
Q1 		$313K Sell
1,035
-141
-12% -$39.2K 0.11% 173
2024
Q4 		$325K Buy
+1,176
New +$334K 0.13% 151

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's CB Position: Q2 2026 in Review

Advyzon Investment Management reduced its Chubb (CB) stake by 8.9% in Q2 2026, selling an estimated $97.8K and leaving 3,070 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #249.

Advyzon Investment Management first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2026. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Advyzon Investment Management held 3,070 shares of Chubb worth $1.05M as of Q2 2026.
  • Advyzon Investment Management sold 300 Chubb shares in Q2 2026, an estimated $97.8K.
  • Chubb made up 0.08% of Advyzon Investment Management's portfolio in Q2 2026, its #249 holding.
  • Advyzon Investment Management first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Chubb position peaked at $1.1M in Q1 2026.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.