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Avion Wealth’s Chubb CB Stock Holding History

Avion Wealth’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 		$42K Buy
125
+5
+4% +$1.63K 0.01% 265
2026
Q1 		$39K Buy
120
+11
+10% +$3.53K 0.01% 232
2025
Q4 		$34K Sell
109
-249
-70% -$72.8K 0.01% 259
2025
Q3 		$101K Sell
358
-9
-2% -$2.48K 0.02% 154
2025
Q2 		$106K Buy
367
+29
+9% +$8.35K 0.02% 140
2025
Q1 		$93K Hold
338
– – 0.02% 138
2024
Q4 		$93K Buy
338
+3
+0.9% +$852 0.02% 138
2024
Q3 		$96K Buy
335
+278
+488% +$76.2K 0.03% 126
2024
Q2 		$14K Buy
57
+2
+4% +$514 ﹤0.01% 274
2024
Q1 		$15K Buy
55
+8
+17% +$1.97K ﹤0.01% 251
2023
Q4 		$11K Buy
47
+9
+24% +$1.97K ﹤0.01% 264
2023
Q3 		$7K Buy
38
+19
+100% +$3.84K ﹤0.01% 299
2023
Q2 		$3K Buy
19
+6
+46% +$1.18K ﹤0.01% 410
2023
Q1 		$2K Buy
+13
New +$2.73K ﹤0.01% 371
2021
Q4 		– Sell
-117
Closed -$20K – 405
2021
Q3 		$20K Hold
117
– – 0.01% 180
2021
Q2 		$19K Hold
117
– – 0.01% 178
2021
Q1 		$18K Hold
117
– – 0.01% 174
2020
Q4 		$18K Hold
117
– – 0.01% 187
2020
Q3 		$14K Hold
117
– – ﹤0.01% 161
2020
Q2 		$15K Hold
117
– – 0.01% 146
2020
Q1 		$13K Buy
+117
New +$16.8K 0.01% 147

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

Avion Wealth's CB Position: Q2 2026 in Review

Avion Wealth increased its Chubb (CB) stake by 4.2% in Q2 2026, buying an estimated $1.63K and bringing the position to 125 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #265.

Avion Wealth first reported a position in CB in Q1 2020 and has held it in 21 quarters since. The position peaked at $106K in Q2 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Avion Wealth held 125 shares of Chubb worth $42K as of Q2 2026.
  • Avion Wealth bought 5 Chubb shares in Q2 2026, an estimated $1.63K.
  • Chubb made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #265 holding.
  • Avion Wealth first reported a position in Chubb in Q1 2020 and has held it in 21 quarters since.
  • Avion Wealth's Chubb position peaked at $106K in Q2 2025.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.