AssuredPartners Investment Advisors’s Chubb CB Stock Holding History

AssuredPartners Investment 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	$855K	Sell	2,510 -613	-20%	-$200K	0.08%	207
2026 Q1	$1.02M	Sell	3,123 -1,459	-32%	-$468K	0.11%	192
2025 Q4	$1.43M	Buy	4,582 +2,012	+78%	+$588K	0.21%	112
2025 Q3	$725K	Buy	2,570 +925	+56%	+$255K	0.16%	106
2025 Q2	$477K	Sell	1,645 -3,180	-66%	-$915K	0.12%	138
2025 Q1	$1.46M	Buy	4,825 +85	+2%	+$23.6K	0.28%	99
2024 Q4	$1.31M	Buy	+4,740	New	+$1.35M	0.26%	96

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AssuredPartners Investment Advisors's CB Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Chubb (CB) stake by 20% in Q2 2026, selling an estimated $200K and leaving 2,510 shares worth $855K. The position accounts for 0.08% of the portfolio, ranked #207.

AssuredPartners Investment Advisors first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

AssuredPartners Investment Advisors held 2,510 shares of Chubb worth $855K as of Q2 2026.
AssuredPartners Investment Advisors sold 613 Chubb shares in Q2 2026, an estimated $200K.
Chubb made up 0.08% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #207 holding.
AssuredPartners Investment Advisors first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Chubb position peaked at $1.46M in Q1 2025.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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