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Annis Gardner Whiting Capital Advisors’s Chubb CB Stock Holding History

Annis Gardner Whiting Capital 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 		$293K Buy
859
+71
+9% +$23.2K 0.04% 282
2026
Q1 		$257K Buy
788
+17
+2% +$5.45K 0.04% 279
2025
Q4 		$241K Buy
771
+101
+15% +$29.5K 0.05% 269
2025
Q3 		$190K Sell
670
-8
-1% -$2.2K 0.04% 277
2025
Q2 		$197K Buy
678
+156
+30% +$44.9K 0.07% 212
2025
Q1 		$158K Sell
522
-5
-0.9% -$1.39K 0.07% 207
2024
Q4 		$146K Buy
527
+70
+15% +$19.9K 0.04% 233
2024
Q3 		$132K Sell
457
-45
-9% -$12.3K 0.04% 248
2024
Q2 		$128K Buy
502
+7
+1% +$1.8K 0.04% 264
2024
Q1 		$129K Buy
495
+58
+13% +$14.3K 0.05% 240
2023
Q4 		$99.1K Hold
437
– – 0.04% 223
2023
Q3 		$91.3K Buy
+437
New +$88.3K 0.05% 222

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

Annis Gardner Whiting Capital Advisors's CB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Chubb (CB) stake by 9% in Q2 2026, buying an estimated $23.2K and bringing the position to 859 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #282.

Annis Gardner Whiting Capital Advisors first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 859 shares of Chubb worth $293K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 71 Chubb shares in Q2 2026, an estimated $23.2K.
  • Chubb made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #282 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.