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Constant Guidance Financial’s Chubb CB Stock Holding History

Constant Guidance Financial’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 		– Sell
-7,009
Closed -$2.28M – 68
2026
Q1 		$2.28M Sell
7,009
-3,309
-32% -$1.06M 1.58% 11
2025
Q4 		$3.22M Buy
10,318
+2,391
+30% +$699K 2.27% 10
2025
Q3 		$2.24M Sell
7,927
-3,240
-29% -$892K 1.79% 14
2025
Q2 		$3.24M Buy
11,167
+2,517
+29% +$724K 3.25% 5
2025
Q1 		$2.61M Sell
8,650
-12,177
-58% -$3.38M 3.29% 7
2024
Q4 		$5.75M Buy
+20,827
New +$5.91M 4.96% 5

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

Constant Guidance Financial's CB Position: Q2 2026 in Review

Constant Guidance Financial sold out of Chubb (CB) in Q2 2026, closing a stake of 7,009 shares — an estimated $2.28M sold.

Constant Guidance Financial first reported a position in CB in Q4 2024 and held it in 6 quarters. The position peaked at $5.75M in Q4 2024. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Constant Guidance Financial reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Constant Guidance Financial sold 7,009 Chubb shares in Q2 2026, an estimated $2.28M.
  • Constant Guidance Financial first reported a position in Chubb in Q4 2024 and held it in 6 quarters.
  • Constant Guidance Financial's Chubb position peaked at $5.75M in Q4 2024.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.