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Capital Performance Advisors’s Chubb CB Stock Holding History

Capital Performance 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 		$472K Sell
1,385
-1,372
-50% -$448K 0.03% 175
2026
Q1 		$898K Sell
2,757
-214
-7% -$68.7K 0.06% 137
2025
Q4 		$927K Buy
2,971
+971
+49% +$284K 0.07% 125
2025
Q3 		$565K Buy
2,000
+817
+69% +$225K 0.09% 115
2025
Q2 		$343K Buy
1,183
+117
+11% +$33.7K 0.07% 140
2025
Q1 		$322K Buy
+1,066
New +$296K 0.07% 153
2024
Q4 		– Sell
-285
Closed -$82.2K – 586
2024
Q3 		$82.2K Buy
+285
New +$78.1K 0.03% 242

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

Capital Performance Advisors's CB Position: Q2 2026 in Review

Capital Performance Advisors reduced its Chubb (CB) stake by 50% in Q2 2026, selling an estimated $448K and leaving 1,385 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #175.

Capital Performance Advisors first reported a position in CB in Q3 2024 and has held it in 7 quarters since. The position peaked at $927K in Q4 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Capital Performance Advisors held 1,385 shares of Chubb worth $472K as of Q2 2026.
  • Capital Performance Advisors sold 1,372 Chubb shares in Q2 2026, an estimated $448K.
  • Chubb made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #175 holding.
  • Capital Performance Advisors first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Chubb position peaked at $927K in Q4 2025.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.