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Aptus Capital Advisors’s Chubb CB Stock Holding History

Aptus 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 		$8.47M Buy
24,844
+680
+3% +$222K 0.06% 261
2026
Q1 		$7.88M Sell
24,164
-828
-3% -$266K 0.06% 262
2025
Q4 		$7.8M Buy
24,992
+16,677
+201% +$4.88M 0.06% 252
2025
Q3 		$2.35M Buy
8,315
+376
+5% +$103K 0.02% 406
2025
Q2 		$2.3M Buy
7,939
+1,423
+22% +$409K 0.02% 396
2025
Q1 		$1.97M Sell
6,516
-219
-3% -$60.9K 0.02% 400
2024
Q4 		$1.86M Buy
6,735
+2,787
+71% +$791K 0.02% 406
2024
Q3 		$1.14M Sell
3,948
-34
-0.9% -$9.32K 0.02% 388
2024
Q2 		$1.02M Buy
3,982
+285
+8% +$73.2K 0.02% 390
2024
Q1 		$958K Buy
3,697
+465
+14% +$114K 0.02% 405
2023
Q4 		$730K Buy
3,232
+105
+3% +$23K 0.02% 327
2023
Q3 		$651K Buy
3,127
+1,128
+56% +$228K 0.02% 342
2023
Q2 		$385K Buy
1,999
+243
+14% +$47.6K 0.01% 351
2023
Q1 		$342K Sell
1,756
-18,164
-91% -$3.82M 0.01% 371
2022
Q4 		$4.39M Sell
19,920
-2,376
-11% -$494K 0.13% 128
2022
Q3 		$4.06M Sell
22,296
-23,877
-52% -$4.53M 0.1% 122
2022
Q2 		$9.08M Buy
46,173
+26,048
+129% +$5.37M 0.24% 63
2022
Q1 		$4.3M Sell
20,125
-190
-0.9% -$38.6K 0.11% 113
2021
Q4 		$3.93M Buy
20,315
+3,000
+17% +$564K 0.12% 111
2021
Q3 		$3M Buy
17,315
+4,199
+32% +$736K 0.08% 129
2021
Q2 		$2.08M Buy
+13,116
New +$2.17M 0.06% 141
2020
Q2 		– Sell
-17,997
Closed -$2.01M – 418
2020
Q1 		$2.01M Buy
17,997
+2,213
+14% +$317K 0.17% 102
2019
Q4 		$2.46M Buy
+15,784
New +$2.42M 0.17% 122

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

Aptus Capital Advisors's CB Position: Q2 2026 in Review

Aptus Capital Advisors increased its Chubb (CB) stake by 2.8% in Q2 2026, buying an estimated $222K and bringing the position to 24,844 shares worth $8.47M. The position accounts for 0.06% of the portfolio, ranked #261.

Aptus Capital Advisors first reported a position in CB in Q4 2019 and has held it in 23 quarters since. The position peaked at $9.08M in Q2 2022. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Aptus Capital Advisors held 24,844 shares of Chubb worth $8.47M as of Q2 2026.
  • Aptus Capital Advisors bought 680 Chubb shares in Q2 2026, an estimated $222K.
  • Chubb made up 0.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #261 holding.
  • Aptus Capital Advisors first reported a position in Chubb in Q4 2019 and has held it in 23 quarters since.
  • Aptus Capital Advisors's Chubb position peaked at $9.08M in Q2 2022.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.