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Center for Wealth Management Advisory’s Chubb CB Stock Holding History

Center for Wealth Management Advisory’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 		$300K Buy
882
+26
+3% +$8.48K 0.19% 57
2026
Q1 		$279K Sell
856
-4,874
-85% -$1.56M 0.2% 55
2025
Q4 		$1.79M Buy
+5,730
New +$1.68M 1.32% 19

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

Center for Wealth Management Advisory's CB Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its Chubb (CB) stake by 3% in Q2 2026, buying an estimated $8.48K and bringing the position to 882 shares worth $300K. The position accounts for 0.19% of the portfolio, ranked #57.

Center for Wealth Management Advisory first reported a position in CB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Center for Wealth Management Advisory held 882 shares of Chubb worth $300K as of Q2 2026.
  • Center for Wealth Management Advisory bought 26 Chubb shares in Q2 2026, an estimated $8.48K.
  • Chubb made up 0.19% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #57 holding.
  • Center for Wealth Management Advisory first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • Center for Wealth Management Advisory's Chubb position peaked at $1.79M in Q4 2025.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.