Delta Financial Advisors’s Chubb CB Stock Holding History

Delta 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	$3.6M	Buy	10,559 +537	+5%	+$175K	0.85%	36
2026 Q1	$3.27M	Buy	10,022 +2,097	+26%	+$673K	0.85%	37
2025 Q4	$2.47M	Sell	7,925 -37	-0.5%	-$10.8K	0.64%	45
2025 Q3	$2.25M	Buy	7,962 +81	+1%	+$22.3K	0.63%	44
2025 Q2	$2.28M	Sell	7,881 -29	-0.4%	-$8.35K	0.8%	41
2025 Q1	$2.39M	Buy	7,910 +27	+0.3%	+$7.5K	0.9%	39
2024 Q4	$2.18M	Buy	7,883 +513	+7%	+$146K	0.81%	41
2024 Q3	$2.13M	Buy	7,370 +1,004	+16%	+$275K	0.77%	45
2024 Q2	$1.62M	Sell	6,366 -11	-0.2%	-$2.83K	0.63%	52
2024 Q1	$1.65M	Buy	6,377 +559	+10%	+$137K	0.65%	55
2023 Q4	$1.31M	Sell	5,818 -120	-2%	-$26.2K	0.57%	59
2023 Q3	$1.24M	Buy	5,938 +172	+3%	+$34.8K	0.56%	61
2023 Q2	$1.11M	Sell	5,766 -88	-2%	-$17.2K	0.49%	62
2023 Q1	$1.14M	Sell	5,854 -120	-2%	-$25.2K	0.55%	61
2022 Q4	$1.32M	Hold	5,974	–	–	0.64%	56
2022 Q3	$1.09M	Buy	5,974 +109	+2%	+$20.7K	0.58%	58
2022 Q2	$1.15M	Sell	5,865 -40	-0.7%	-$8.24K	0.58%	61
2022 Q1	$1.26M	Buy	5,905 +420	+8%	+$85.4K	0.54%	65
2021 Q4	$1.06M	Buy	5,485 +40	+0.7%	+$7.51K	0.43%	70
2021 Q3	$945K	Hold	5,445	–	–	0.42%	73
2021 Q2	$865K	Hold	5,445	–	–	0.38%	78
2021 Q1	$860K	Buy	5,445 +52	+1%	+$8.38K	0.4%	78
2020 Q4	$830K	Sell	5,393 -288	-5%	-$40.4K	0.42%	78
2020 Q3	$660K	Sell	5,681 -198	-3%	-$24.9K	0.37%	83
2020 Q2	$744K	Sell	5,879 -56	-0.9%	-$6.49K	0.44%	73
2020 Q1	$663K	Sell	5,935 -5,915	-50%	-$848K	0.46%	73
2019 Q4	$1.84M	Sell	11,850 -217	-2%	-$33.2K	0.72%	58
2019 Q3	$1.95M	Sell	12,067 -275	-2%	-$42.5K	0.79%	54
2019 Q2	$1.82M	Buy	+12,342	New	+$1.78M	0.75%	55

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

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

Delta Financial Advisors increased its Chubb (CB) stake by 5.4% in Q2 2026, buying an estimated $175K and bringing the position to 10,559 shares worth $3.6M. The position accounts for 0.85% of the portfolio, ranked #36.

Delta Financial Advisors first reported a position in CB in Q2 2019 and has held it in 29 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Delta Financial Advisors held 10,559 shares of Chubb worth $3.6M as of Q2 2026.
Delta Financial Advisors bought 537 Chubb shares in Q2 2026, an estimated $175K.
Chubb made up 0.85% of Delta Financial Advisors's portfolio in Q2 2026, its #36 holding.
Delta Financial Advisors first reported a position in Chubb in Q2 2019 and has held it in 29 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.