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Brendel Financial Advisors’s Chubb CB Stock Holding History

Brendel Financial 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 		$4.38M Buy
12,840
+41
+0.3% +$13.4K 2.03% 21
2026
Q1 		$4.17M Buy
12,799
+347
+3% +$111K 2.06% 16
2025
Q4 		$3.89M Buy
+12,452
New +$3.64M 1.91% 23
2025
Q3 		– Sell
-12,125
Closed -$3.51M – 105
2025
Q2 		$3.51M Sell
12,125
-821
-6% -$236K 1.97% 17
2025
Q1 		$3.91M Buy
12,946
+752
+6% +$209K 2.38% 9
2024
Q4 		$3.37M Sell
12,194
-393
-3% -$112K 2.04% 19
2024
Q3 		$3.63M Sell
12,587
-58
-0.5% -$15.9K 2.06% 17
2024
Q2 		$3.23M Sell
12,645
-2,584
-17% -$664K 2.05% 16
2024
Q1 		$3.95M Buy
15,229
+12
+0.1% +$2.95K 4.52% 3
2023
Q4 		$3.44M Sell
15,217
-375
-2% -$82K 2.25% 9
2023
Q3 		$3.25M Buy
+15,592
New +$3.15M 4.82% 3
2022
Q3 		– Sell
-16,977
Closed -$3.34M – 51
2022
Q2 		$3.34M Sell
16,977
-2,652
-14% -$546K 2.91% 8
2022
Q1 		$4.2M Buy
+19,629
New +$3.99M 2.28% 11
2021
Q3 		– Sell
-17,250
Closed -$2.74M – 96
2021
Q2 		$2.74M Buy
+17,250
New +$2.86M 1.51% 22

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

Brendel Financial Advisors's CB Position: Q2 2026 in Review

Brendel Financial Advisors increased its Chubb (CB) stake by 0.32% in Q2 2026, buying an estimated $13.4K and bringing the position to 12,840 shares worth $4.38M. The position accounts for 2.03% of the portfolio, ranked #21.

Brendel Financial Advisors first reported a position in CB in Q2 2021 and has held it in 14 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Brendel Financial Advisors held 12,840 shares of Chubb worth $4.38M as of Q2 2026.
  • Brendel Financial Advisors bought 41 Chubb shares in Q2 2026, an estimated $13.4K.
  • Chubb made up 2.03% of Brendel Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Brendel Financial Advisors first reported a position in Chubb in Q2 2021 and has held it in 14 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.