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Ameritas Advisory Services’s Chubb CB Stock Holding History

Ameritas 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 		$579K Sell
1,699
-1,569
-48% -$512K 0.01% 736
2026
Q1 		$1.07M Buy
3,268
+276
+9% +$88.5K 0.04% 357
2025
Q4 		$934K Buy
2,992
+2,229
+292% +$652K 0.03% 385
2025
Q3 		$215K Sell
763
-402
-35% -$111K 0.01% 598
2025
Q2 		$338K Buy
1,165
+113
+11% +$32.5K 0.02% 599
2025
Q1 		$302K Buy
1,052
+11
+1% +$3.06K 0.01% 700
2024
Q4 		$288K Sell
1,041
-113
-10% -$32.1K 0.01% 738
2024
Q3 		$333K Buy
1,154
+40
+4% +$11K 0.01% 655
2024
Q2 		$284K Buy
1,114
+156
+16% +$40.1K 0.01% 741
2024
Q1 		$243K Sell
958
-72
-7% -$17.7K 0.01% 768
2023
Q4 		$246K Sell
1,030
-1,922
-65% -$420K 0.01% 613
2023
Q3 		$633K Buy
2,952
+329
+13% +$66.5K 0.03% 446
2023
Q2 		$502K Sell
2,623
-877
-25% -$172K 0.06% 290
2023
Q1 		$681K Sell
3,500
-2,958
-46% -$622K 0.03% 404
2022
Q4 		$1.42M Buy
+6,458
New +$1.34M 0.07% 271

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

Ameritas Advisory Services's CB Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Chubb (CB) stake by 48% in Q2 2026, selling an estimated $512K and leaving 1,699 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #736.

Ameritas Advisory Services first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q4 2022. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ameritas Advisory Services held 1,699 shares of Chubb worth $579K as of Q2 2026.
  • Ameritas Advisory Services sold 1,569 Chubb shares in Q2 2026, an estimated $512K.
  • Chubb made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #736 holding.
  • Ameritas Advisory Services first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • Ameritas Advisory Services's Chubb position peaked at $1.42M in Q4 2022.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.