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Beacon Pointe Advisors’s Chubb CB Stock Holding History

Beacon Pointe Advisors’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 		$29.8M Buy
87,379
+11,694
+15% +$3.81M 0.14% 156
2026
Q1 		$24.7M Buy
75,685
+26,438
+54% +$8.48M 0.13% 153
2025
Q4 		$15.4M Buy
49,247
+207
+0.4% +$60.5K 0.11% 186
2025
Q3 		$13.8M Buy
49,040
+6,327
+15% +$1.74M 0.12% 171
2025
Q2 		$12.4M Buy
42,713
+363
+0.9% +$104K 0.13% 154
2025
Q1 		$12.8M Buy
42,350
+1,076
+3% +$299K 0.14% 142
2024
Q4 		$11.4M Buy
41,274
+823
+2% +$234K 0.13% 152
2024
Q3 		$11.7M Sell
40,451
-6,192
-13% -$1.7M 0.13% 148
2024
Q2 		$11.9M Sell
46,643
-1,771
-4% -$455K 0.14% 146
2024
Q1 		$12.5M Sell
48,414
-816
-2% -$201K 0.14% 150
2023
Q4 		$11.1M Buy
49,230
+8,411
+21% +$1.84M 0.13% 154
2023
Q3 		$8.5M Buy
40,819
+18,562
+83% +$3.75M 0.11% 178
2023
Q2 		$4.29M Sell
22,257
-1,157
-5% -$227K 0.07% 235
2023
Q1 		$4.55M Buy
23,414
+650
+3% +$137K 0.08% 224
2022
Q4 		$5.02M Buy
22,764
+3,221
+16% +$670K 0.1% 190
2022
Q3 		$3.55M Buy
19,543
+528
+3% +$100K 0.08% 213
2022
Q2 		$3.75M Sell
19,015
-2,677
-12% -$551K 0.08% 221
2022
Q1 		$4.64M Buy
21,692
+17,261
+390% +$3.51M 0.06% 267
2021
Q4 		$857K Sell
4,431
-16,047
-78% -$3.01M 0.02% 406
2021
Q3 		$3.55M Buy
20,478
+17,710
+640% +$3.1M 0.09% 203
2021
Q2 		$440K Buy
2,768
+1,142
+70% +$189K 0.02% 522
2021
Q1 		$258K Buy
+1,626
New +$262K 0.02% 424

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

Beacon Pointe Advisors's CB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Chubb (CB) stake by 15% in Q2 2026, buying an estimated $3.81M and bringing the position to 87,379 shares worth $29.8M. The position accounts for 0.14% of the portfolio, ranked #156.

Beacon Pointe Advisors first reported a position in CB in Q1 2021 and has held it in 22 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Beacon Pointe Advisors held 87,379 shares of Chubb worth $29.8M as of Q2 2026.
  • Beacon Pointe Advisors bought 11,694 Chubb shares in Q2 2026, an estimated $3.81M.
  • Chubb made up 0.14% of Beacon Pointe Advisors's portfolio in Q2 2026, its #156 holding.
  • Beacon Pointe Advisors first reported a position in Chubb in Q1 2021 and has held it in 22 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.