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Arkadios Wealth Advisors’s Chubb CB Stock Holding History

Arkadios 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
Q1 		– Sell
-1,400
Closed -$437K – 1714
2025
Q4 		$437K Hold
1,400
– – 0.01% 1074
2025
Q3 		$395K Hold
1,400
– – 0.01% 1048
2025
Q2 		$406K Buy
+1,400
New +$403K 0.01% 934

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

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

Arkadios Wealth Advisors increased its Chubb (CB) stake by 4.8% in Q2 2026, buying an estimated $118K and bringing the position to 7,893 shares worth $2.69M. The position accounts for 0.04% of the portfolio, ranked #432.

Arkadios Wealth Advisors first reported a position in CB in Q4 2019 and has held it in 22 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Arkadios Wealth Advisors held 7,893 shares of Chubb worth $2.69M as of Q2 2026.
  • Arkadios Wealth Advisors bought 363 Chubb shares in Q2 2026, an estimated $118K.
  • Chubb made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #432 holding.
  • Arkadios Wealth Advisors first reported a position in Chubb in Q4 2019 and has held it in 22 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.