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AGH Wealth Advisors’s Chubb CB Stock Holding History

AGH Wealth Advisors’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 		$254K Sell
746
-35
-4% -$11.4K 0.16% 114
2026
Q1 		$255K Buy
781
+65
+9% +$20.9K 0.19% 103
2025
Q4 		$223K Sell
716
-137
-16% -$40.1K 0.17% 106
2025
Q3 		$241K Buy
853
+46
+6% +$12.7K 0.18% 105
2025
Q2 		$234K Sell
807
-13
-2% -$3.74K 0.19% 110
2025
Q1 		$248K Sell
820
-2
-0.2% -$556 0.24% 95
2024
Q4 		$227K Buy
+822
New +$233K 0.21% 102

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

AGH Wealth Advisors's CB Position: Q2 2026 in Review

AGH Wealth Advisors reduced its Chubb (CB) stake by 4.5% in Q2 2026, selling an estimated $11.4K and leaving 746 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #114.

AGH Wealth Advisors first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $255K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • AGH Wealth Advisors held 746 shares of Chubb worth $254K as of Q2 2026.
  • AGH Wealth Advisors sold 35 Chubb shares in Q2 2026, an estimated $11.4K.
  • Chubb made up 0.16% of AGH Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • AGH Wealth Advisors first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Chubb position peaked at $255K in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.