Cura Wealth Advisors’s Chubb CB Stock Holding History

Cura Wealth 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	$245K	Sell	719 -29	-4%	-$9.46K	0.1%	114
2026 Q1	$244K	Hold	748	–	–	0.11%	103
2025 Q4	$233K	Buy	+748	New	+$219K	0.09%	118

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

Cura Wealth Advisors's CB Position: Q2 2026 in Review

Cura Wealth Advisors reduced its Chubb (CB) stake by 3.9% in Q2 2026, selling an estimated $9.46K and leaving 719 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #114.

Cura Wealth Advisors first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Cura Wealth Advisors held 719 shares of Chubb worth $245K as of Q2 2026.
Cura Wealth Advisors sold 29 Chubb shares in Q2 2026, an estimated $9.46K.
Chubb made up 0.1% of Cura Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Cura Wealth Advisors first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.