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Avise Financial Cooperative’s Chubb CB Stock Holding History

Avise Financial Cooperative’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 		$285K Sell
835
-85
-9% -$27.7K 0.2% 90
2026
Q1 		$300K Buy
920
+27
+3% +$8.66K 0.25% 74
2025
Q4 		$279K Buy
+893
New +$261K 0.25% 70

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

Avise Financial Cooperative's CB Position: Q2 2026 in Review

Avise Financial Cooperative reduced its Chubb (CB) stake by 9.2% in Q2 2026, selling an estimated $27.7K and leaving 835 shares worth $285K. The position accounts for 0.2% of the portfolio, ranked #90.

Avise Financial Cooperative first reported a position in CB in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Avise Financial Cooperative held 835 shares of Chubb worth $285K as of Q2 2026.
  • Avise Financial Cooperative sold 85 Chubb shares in Q2 2026, an estimated $27.7K.
  • Chubb made up 0.2% of Avise Financial Cooperative's portfolio in Q2 2026, its #90 holding.
  • Avise Financial Cooperative first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • Avise Financial Cooperative's Chubb position peaked at $300K in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.