CWS Financial Advisors’s Chubb CB Stock Holding History

CWS Financial 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	$1M	Buy	2,945 +370	+14%	+$121K	0.22%	66
2026 Q1	$839K	Buy	2,575 +227	+10%	+$72.8K	0.22%	66
2025 Q4	$733K	Buy	2,348 +573	+32%	+$168K	0.2%	69
2025 Q3	$501K	Buy	1,775 +326	+22%	+$89.7K	0.14%	84
2025 Q2	$420K	Buy	1,449 +548	+61%	+$158K	0.12%	94
2025 Q1	$272K	Hold	901	–	–	0.09%	109
2024 Q4	$249K	Buy	+901	New	+$256K	0.08%	107
2024 Q1	–	Sell	-3,715	Closed	-$840K	–	115
2023 Q4	$840K	Sell	3,715 -435	-10%	-$95.1K	0.32%	47
2023 Q3	$864K	Sell	4,150 -111	-3%	-$22.4K	0.35%	47
2023 Q2	$820K	Sell	4,261 -20	-0.5%	-$3.92K	0.31%	51
2023 Q1	$831K	Sell	4,281 -468	-10%	-$98.4K	0.33%	47
2022 Q4	$750K	Buy	4,749 +315	+7%	+$65.5K	0.32%	55
2022 Q3	$806K	Sell	4,434 -8	-0.2%	-$1.52K	0.39%	39
2022 Q2	$873K	Sell	4,442 -340	-7%	-$70K	0.4%	38
2022 Q1	$1.02M	Sell	4,782 -10	-0.2%	-$2.03K	0.39%	35
2021 Q4	$926K	Buy	+4,792	New	+$900K	0.33%	53
2021 Q2	$764K	Buy	4,808 +59	+1%	+$9.78K	0.3%	58
2021 Q1	$750K	Buy	4,749 +32	+0.7%	+$5.16K	0.32%	55
2020 Q4	$726K	Sell	4,717 -738	-14%	-$103K	0.42%	51
2020 Q3	$633K	Hold	5,455	–	–	0.42%	51
2020 Q2	$691K	Buy	5,455 +1,039	+24%	+$120K	0.5%	41
2020 Q1	$687K	Hold	4,416	–	–	0.51%	30
2019 Q4	$687K	Buy	+4,416	New	+$676K	0.5%	31

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

CWS Financial Advisors's CB Position: Q2 2026 in Review

CWS Financial Advisors increased its Chubb (CB) stake by 14% in Q2 2026, buying an estimated $121K and bringing the position to 2,945 shares worth $1M. The position accounts for 0.22% of the portfolio, ranked #66.

CWS Financial Advisors first reported a position in CB in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.02M in Q1 2022. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

CWS Financial Advisors held 2,945 shares of Chubb worth $1M as of Q2 2026.
CWS Financial Advisors bought 370 Chubb shares in Q2 2026, an estimated $121K.
Chubb made up 0.22% of CWS Financial Advisors's portfolio in Q2 2026, its #66 holding.
CWS Financial Advisors first reported a position in Chubb in Q4 2019 and has held it in 23 quarters since.
CWS Financial Advisors's Chubb position peaked at $1.02M in Q1 2022.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.