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Aviso Financial’s Chubb CB Stock Holding History

Aviso Financial’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 		$301K Buy
882
+51
+6% +$16.6K 0.01% 185
2026
Q1 		$271K Buy
831
+28
+3% +$8.98K 0.01% 210
2025
Q4 		$251K Buy
803
+71
+10% +$20.8K 0.01% 209
2025
Q3 		$207K Buy
732
+71
+11% +$19.5K 0.01% 228
2025
Q2 		$192K Buy
661
+25
+4% +$7.19K 0.01% 230
2025
Q1 		$192K Buy
636
+21
+3% +$5.83K 0.01% 231
2024
Q4 		$170K Buy
615
+50
+9% +$14.2K 0.01% 242
2024
Q3 		$163K Sell
565
-110
-16% -$30.2K 0.01% 242
2024
Q2 		$172K Buy
+675
New +$173K 0.01% 234

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

Aviso Financial's CB Position: Q2 2026 in Review

Aviso Financial increased its Chubb (CB) stake by 6.1% in Q2 2026, buying an estimated $16.6K and bringing the position to 882 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #185.

Aviso Financial first reported a position in CB in Q2 2024 and has held it in 9 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Aviso Financial held 882 shares of Chubb worth $301K as of Q2 2026.
  • Aviso Financial bought 51 Chubb shares in Q2 2026, an estimated $16.6K.
  • Chubb made up 0.01% of Aviso Financial's portfolio in Q2 2026, its #185 holding.
  • Aviso Financial first reported a position in Chubb in Q2 2024 and has held it in 9 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.