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Allegiance Financial Group Advisory Services’s Chubb CB Stock Holding History

Allegiance Financial Group Advisory Services’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 		$459K Sell
1,342
-31
-2% -$10.1K 0.08% 101
2026
Q1 		$448K Sell
1,373
-46
-3% -$14.8K 0.09% 89
2025
Q4 		$443K Buy
+1,419
New +$415K 0.09% 85

Other funds holding CB

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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

Allegiance Financial Group Advisory Services's CB Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Chubb (CB) stake by 2.3% in Q2 2026, selling an estimated $10.1K and leaving 1,342 shares worth $459K. The position accounts for 0.08% of the portfolio, ranked #101.

Allegiance Financial Group Advisory Services first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 1,342 shares of Chubb worth $459K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 31 Chubb shares in Q2 2026, an estimated $10.1K.
  • Chubb made up 0.08% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #101 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.