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Continuum Advisory’s Chubb CB Stock Holding History

Continuum 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 		$711K Buy
2,086
+243
+13% +$79.3K 0.06% 253
2026
Q1 		$601K Buy
1,843
+548
+42% +$176K 0.06% 250
2025
Q4 		$404K Buy
1,295
+285
+28% +$83.3K 0.04% 317
2025
Q3 		$285K Buy
1,010
+125
+14% +$34.4K 0.03% 368
2025
Q2 		$256K Buy
885
+724
+450% +$208K 0.03% 368
2025
Q1 		$48.6K Buy
161
+60
+59% +$16.7K 0.01% 686
2024
Q4 		$27.9K Buy
101
+4
+4% +$1.14K ﹤0.01% 777
2024
Q3 		$27.8K Buy
97
+35
+56% +$9.6K ﹤0.01% 774
2024
Q2 		$15.8K Hold
62
– – ﹤0.01% 836
2024
Q1 		$15.8K Sell
62
-1,067
-95% -$262K ﹤0.01% 826
2023
Q4 		$254K Sell
1,129
-912
-45% -$199K 0.04% 400
2023
Q3 		$425K Buy
2,041
+396
+24% +$80.1K 0.07% 302
2023
Q2 		$317K Buy
1,645
+44
+3% +$8.62K 0.05% 359
2023
Q1 		$311K Sell
1,601
-124
-7% -$26.1K 0.05% 346
2022
Q4 		$381K Sell
1,725
-1,392
-45% -$290K 0.07% 308
2022
Q3 		$567K Buy
3,117
+1,410
+83% +$268K 0.1% 218
2022
Q2 		$336K Buy
1,707
+67
+4% +$13.8K 0.06% 314
2022
Q1 		$339K Buy
+1,640
New +$333K 0.06% 296

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

Continuum Advisory's CB Position: Q2 2026 in Review

Continuum Advisory increased its Chubb (CB) stake by 13% in Q2 2026, buying an estimated $79.3K and bringing the position to 2,086 shares worth $711K. The position accounts for 0.06% of the portfolio, ranked #253.

Continuum Advisory first reported a position in CB in Q1 2022 and has held it in 18 quarters since. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Continuum Advisory held 2,086 shares of Chubb worth $711K as of Q2 2026.
  • Continuum Advisory bought 243 Chubb shares in Q2 2026, an estimated $79.3K.
  • Chubb made up 0.06% of Continuum Advisory's portfolio in Q2 2026, its #253 holding.
  • Continuum Advisory first reported a position in Chubb in Q1 2022 and has held it in 18 quarters since.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.