DWA
CB icon

Delos Wealth Advisors’s Chubb CB Stock Holding History

Delos 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 		– Sell
-720
Closed -$235K – 313
2026
Q1 		$235K Buy
+720
New +$231K 0.13% 75
2024
Q3 		– Sell
-8
Closed -$2.04K – 216
2024
Q2 		$2.04K Hold
8
– – ﹤0.01% 210
2024
Q1 		$2.07K Buy
8
+2
+33% +$492 ﹤0.01% 210
2023
Q4 		$1.36K Sell
6
-83
-93% -$18.2K ﹤0.01% 162
2023
Q3 		$17.9K Hold
89
– – 0.02% 110
2023
Q2 		$17.1K Hold
89
– – 0.02% 105
2023
Q1 		$17.3K Hold
89
– – 0.02% 104
2022
Q4 		$19.6K Hold
89
– – 0.03% 95
2022
Q3 		$16K Buy
89
+6
+7% +$1.14K 0.02% 100
2022
Q2 		$16K Hold
83
– – 0.02% 104
2022
Q1 		$18K Sell
83
-37
-31% -$7.52K 0.02% 120
2021
Q4 		$23K Buy
+120
New +$22.5K 0.02% 122

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

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

Delos Wealth Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 720 shares — an estimated $235K sold.

Delos Wealth Advisors first reported a position in CB in Q4 2021 and held it in 12 quarters. The position peaked at $235K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Delos Wealth Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 720 Chubb shares in Q2 2026, an estimated $235K.
  • Delos Wealth Advisors first reported a position in Chubb in Q4 2021 and held it in 12 quarters.
  • Delos Wealth Advisors's Chubb position peaked at $235K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.