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Clear Trail Advisors’s Chubb CB Stock Holding History

Clear Trail 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 		$6.53M Sell
19,164
-771
-4% -$251K 1% 30
2026
Q1 		$6.5M Sell
19,935
-649
-3% -$208K 1.08% 28
2025
Q4 		$6.42M Buy
+20,584
New +$6.02M 1.49% 17

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

Clear Trail Advisors's CB Position: Q2 2026 in Review

Clear Trail Advisors reduced its Chubb (CB) stake by 3.9% in Q2 2026, selling an estimated $251K and leaving 19,164 shares worth $6.53M. The position accounts for 1% of the portfolio, ranked #30.

Clear Trail Advisors first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Clear Trail Advisors held 19,164 shares of Chubb worth $6.53M as of Q2 2026.
  • Clear Trail Advisors sold 771 Chubb shares in Q2 2026, an estimated $251K.
  • Chubb made up 1% of Clear Trail Advisors's portfolio in Q2 2026, its #30 holding.
  • Clear Trail Advisors first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.