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Avidian Wealth Enterprises’s Chubb CB Stock Holding History

Avidian Wealth Enterprises’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 		$704K Buy
2,066
+209
+11% +$68.2K 0.02% 403
2026
Q1 		$605K Buy
1,857
+148
+9% +$47.5K 0.02% 399
2025
Q4 		$534K Sell
1,709
-31
-2% -$9.06K 0.02% 358
2025
Q3 		$491K Buy
1,740
+7
+0.4% +$1.93K 0.02% 370
2025
Q2 		$502K Buy
1,733
+85
+5% +$24.5K 0.02% 333
2025
Q1 		$498K Buy
1,648
+106
+7% +$29.5K 0.02% 309
2024
Q4 		$426K Buy
1,542
+23
+2% +$6.53K 0.02% 327
2024
Q3 		$438K Sell
1,519
-9
-0.6% -$2.47K 0.02% 319
2024
Q2 		$390K Buy
1,528
+352
+30% +$90.4K 0.02% 335
2024
Q1 		$305K Buy
1,176
+268
+30% +$65.9K 0.01% 358
2023
Q4 		$205K Buy
+908
New +$199K 0.01% 401
2023
Q2 		– Sell
-1,299
Closed -$252K – 420
2023
Q1 		$252K Buy
1,299
+3
+0.2% +$630 0.01% 417
2022
Q4 		$286K Buy
1,296
+5
+0.4% +$1.04K 0.02% 367
2022
Q3 		$235K Buy
1,291
+4
+0.3% +$760 0.02% 369
2022
Q2 		$253K Sell
1,287
-90
-7% -$18.5K 0.02% 383
2022
Q1 		$295K Buy
1,377
+262
+23% +$53.2K 0.02% 389
2021
Q4 		$215K Buy
+1,115
New +$209K 0.01% 482

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

Avidian Wealth Enterprises's CB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Chubb (CB) stake by 11% in Q2 2026, buying an estimated $68.2K and bringing the position to 2,066 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #403.

Avidian Wealth Enterprises first reported a position in CB in Q4 2021 and has held it in 17 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Avidian Wealth Enterprises held 2,066 shares of Chubb worth $704K as of Q2 2026.
  • Avidian Wealth Enterprises bought 209 Chubb shares in Q2 2026, an estimated $68.2K.
  • Chubb made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #403 holding.
  • Avidian Wealth Enterprises first reported a position in Chubb in Q4 2021 and has held it in 17 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.