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Cornerstone Advisory’s Chubb CB Stock Holding History

Cornerstone 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 		$481K Buy
1,410
+54
+4% +$17.6K 0.04% 165
2026
Q1 		$442K Buy
1,356
+27
+2% +$8.66K 0.04% 165
2025
Q4 		$415K Buy
1,329
+46
+4% +$13.4K 0.04% 167
2025
Q3 		$362K Buy
1,283
+5
+0.4% +$1.38K 0.04% 174
2025
Q2 		$370K Buy
1,278
+25
+2% +$7.19K 0.04% 169
2025
Q1 		$362K Sell
1,253
-221
-15% -$61.4K 0.04% 168
2024
Q4 		$390K Buy
1,474
+187
+15% +$53.1K 0.04% 166
2024
Q3 		$371K Buy
1,287
+415
+48% +$114K 0.05% 158
2024
Q2 		$222K Sell
872
-164
-16% -$42.1K 0.03% 198
2024
Q1 		$268K Buy
1,036
+34
+3% +$8.36K 0.04% 197
2023
Q4 		$226K Buy
1,002
+21
+2% +$4.59K 0.04% 207
2023
Q3 		$204K Buy
+981
New +$198K 0.04% 206
2022
Q1 		– Sell
-582
Closed -$113K – 290
2021
Q4 		$113K Buy
+582
New +$109K 0.02% 318

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

Cornerstone Advisory's CB Position: Q2 2026 in Review

Cornerstone Advisory increased its Chubb (CB) stake by 4% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,410 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #165.

Cornerstone Advisory first reported a position in CB in Q4 2021 and has held it in 13 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cornerstone Advisory held 1,410 shares of Chubb worth $481K as of Q2 2026.
  • Cornerstone Advisory bought 54 Chubb shares in Q2 2026, an estimated $17.6K.
  • Chubb made up 0.04% of Cornerstone Advisory's portfolio in Q2 2026, its #165 holding.
  • Cornerstone Advisory first reported a position in Chubb in Q4 2021 and has held it in 13 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.