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DHJJ Financial Advisors’s Chubb CB Stock Holding History

DHJJ 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 		$341 Hold
1
– – ﹤0.01% 943
2026
Q1 		$326 Sell
1
-15
-94% -$4.81K ﹤0.01% 940
2025
Q4 		$5.03K Hold
16
– – ﹤0.01% 630
2025
Q3 		$4.53K Hold
16
– – ﹤0.01% 626
2025
Q2 		$4.64K Buy
16
+15
+1,500% +$4.32K ﹤0.01% 613
2025
Q1 		$302 Hold
1
– – ﹤0.01% 805
2024
Q4 		$277 Hold
1
– – ﹤0.01% 789
2024
Q3 		$289 Hold
1
– – ﹤0.01% 762
2024
Q2 		$256 Hold
1
– – ﹤0.01% 723
2024
Q1 		$260 Hold
1
– – ﹤0.01% 707
2023
Q4 		$226 Hold
1
– – ﹤0.01% 711
2023
Q3 		$209 Buy
+1
New +$202 ﹤0.01% 709

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 $3.38T AUM 44.17% 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

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

DHJJ Financial Advisors held its Chubb (CB) position steady in Q2 2026 at 1 share worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #943.

DHJJ Financial Advisors first reported a position in CB in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.03K in Q4 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • DHJJ Financial Advisors held 1 share of Chubb worth $341 as of Q2 2026.
  • DHJJ Financial Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #943 holding.
  • DHJJ Financial Advisors first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Chubb position peaked at $5.03K in Q4 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.