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BlueChip Wealth Advisors’s Chubb CB Stock Holding History

BlueChip Wealth 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 		$314K Hold
921
– – 0.12% 134
2026
Q1 		$300K Hold
921
– – 0.13% 116
2025
Q4 		$287K Hold
921
– – 0.12% 127
2025
Q3 		$260K Hold
921
– – 0.11% 129
2025
Q2 		$267K Hold
921
– – 0.12% 141
2025
Q1 		$278K Hold
921
– – 0.14% 126
2024
Q4 		$254K Buy
921
+119
+15% +$33.8K 0.14% 115
2024
Q3 		$231K Hold
802
– – 0.12% 137
2024
Q2 		$205K Hold
802
– – 0.12% 134
2024
Q1 		$208K Buy
+802
New +$197K 0.13% 118

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

BlueChip Wealth Advisors's CB Position: Q2 2026 in Review

BlueChip Wealth Advisors held its Chubb (CB) position steady in Q2 2026 at 921 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #134.

BlueChip Wealth Advisors first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • BlueChip Wealth Advisors held 921 shares of Chubb worth $314K as of Q2 2026.
  • BlueChip Wealth Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.12% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • BlueChip Wealth Advisors first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.