Clear Retirement Advice’s Chubb CB Stock Holding History

Clear Retirement Advice’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	$224K	Hold	656	–	–	0.15%	53
2026 Q1	$214K	Hold	656	–	–	0.17%	52
2025 Q4	$216K	Buy	+656	New	+$192K	0.17%	53

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

Clear Retirement Advice's CB Position: Q2 2026 in Review

Clear Retirement Advice held its Chubb (CB) position steady in Q2 2026 at 656 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #53.

Clear Retirement Advice first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Clear Retirement Advice held 656 shares of Chubb worth $224K as of Q2 2026.
Clear Retirement Advice left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.15% of Clear Retirement Advice's portfolio in Q2 2026, its #53 holding.
Clear Retirement Advice first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.