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Avantax Advisory Services’s Chubb CB Stock Holding History

Avantax 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
2025
Q2 		$18.2M Sell
62,873
-4,264
-6% -$1.23M 0.1% 159
2025
Q1 		$20.3M Buy
67,137
+3,665
+6% +$1.02M 0.12% 130
2024
Q4 		$17.5M Buy
63,472
+5,709
+10% +$1.62M 0.11% 141
2024
Q3 		$16.7M Buy
57,763
+420
+0.7% +$115K 0.11% 150
2024
Q2 		$14.6M Buy
57,343
+14,768
+35% +$3.79M 0.1% 151
2024
Q1 		$11M Sell
42,575
-706
-2% -$174K 0.1% 160
2023
Q4 		$9.78M Buy
43,281
+651
+2% +$142K 0.1% 169
2023
Q3 		$8.87M Sell
42,630
-226
-0.5% -$45.7K 0.1% 161
2023
Q2 		$8.25M Buy
42,856
+4,493
+12% +$880K 0.09% 170
2023
Q1 		$7.45M Buy
38,363
+753
+2% +$158K 0.09% 173
2022
Q4 		$8.3M Buy
37,610
+2,030
+6% +$422K 0.11% 154
2022
Q3 		$6.47M Buy
35,580
+5,167
+17% +$981K 0.1% 162
2022
Q2 		$5.98M Buy
30,413
+4,717
+18% +$972K 0.09% 168
2022
Q1 		$5.5M Buy
25,696
+679
+3% +$138K 0.08% 188
2021
Q4 		$4.84M Buy
25,017
+4,027
+19% +$756K 0.07% 207
2021
Q3 		$3.64M Buy
20,990
+4,373
+26% +$767K 0.06% 229
2021
Q2 		$2.64M Buy
16,617
+4,344
+35% +$720K 0.05% 278
2021
Q1 		$1.94M Buy
12,273
+1,350
+12% +$218K 0.04% 290
2020
Q4 		$1.68M Sell
10,923
-6,982
-39% -$979K 0.04% 300
2020
Q3 		$2.08M Buy
17,905
+7,665
+75% +$963K 0.03% 360
2020
Q2 		$1.29M Buy
10,240
+1,451
+17% +$168K 0.04% 298
2020
Q1 		$980K Sell
8,789
-285
-3% -$40.9K 0.03% 308
2019
Q4 		$1.41M Buy
9,074
+402
+5% +$61.5K 0.03% 271
2019
Q3 		$1.4M Sell
8,672
-486
-5% -$75.2K 0.06% 167
2019
Q2 		$1.35M Buy
9,158
+1,062
+13% +$153K 0.06% 159
2019
Q1 		$1.13M Buy
8,096
+1,210
+18% +$161K 0.06% 158
2018
Q4 		$893K Buy
+6,886
New +$890K 0.15% 144

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's CB Position: Q2 2025 in Review

Avantax Advisory Services reduced its Chubb (CB) stake by 6.4% in Q2 2025, selling an estimated $1.23M and leaving 62,873 shares worth $18.2M. The position accounts for 0.1% of the portfolio, ranked #159.

Avantax Advisory Services first reported a position in CB in Q4 2018 and has held it in 27 quarters since. The position peaked at $20.3M in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Avantax Advisory Services held 62,873 shares of Chubb worth $18.2M as of Q2 2025.
  • Avantax Advisory Services sold 4,264 Chubb shares in Q2 2025, an estimated $1.23M.
  • Chubb made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #159 holding.
  • Avantax Advisory Services first reported a position in Chubb in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Chubb position peaked at $20.3M in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.