Chancellor Financial Group WB’s Chubb CB Stock Holding History

Chancellor Financial Group WB’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	$237K	Sell	695 -20	-3%	-$6.52K	0.15%	127
2026 Q1	$233K	Buy	715 +10	+1%	+$3.21K	0.16%	118
2025 Q4	$220K	Buy	+705	New	+$206K	0.15%	127
2025 Q3	–	Sell	-705	Closed	-$204K	–	134
2025 Q2	$204K	Hold	705	–	–	0.16%	128
2025 Q1	$213K	Buy	+705	New	+$196K	0.18%	121

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Chancellor Financial Group WB's CB Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its Chubb (CB) stake by 2.8% in Q2 2026, selling an estimated $6.52K and leaving 695 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #127.

Chancellor Financial Group WB first reported a position in CB in Q1 2025 and has held it in 5 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Chancellor Financial Group WB held 695 shares of Chubb worth $237K as of Q2 2026.
Chancellor Financial Group WB sold 20 Chubb shares in Q2 2026, an estimated $6.52K.
Chubb made up 0.15% of Chancellor Financial Group WB's portfolio in Q2 2026, its #127 holding.
Chancellor Financial Group WB first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.