Diversify Advisory Services’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Buy
+3,170
New +$1.03M 0.02% 582
2026
Q1
Sell
-1,431
Closed -$430K 303
2025
Q4
$430K Buy
1,431
+32
+2% +$9.36K 0.01% 648
2025
Q3
$389K Sell
1,399
-83
-6% -$22.8K 0.01% 637
2025
Q2
$400K Buy
1,482
+688
+87% +$198K 0.02% 608
2025
Q1
$226K Sell
794
-38
-5% -$10.6K 0.01% 582
2024
Q4
$214K Sell
832
-506
-38% -$144K 0.01% 575
2024
Q3
$398K Sell
1,338
-388
-22% -$106K 0.02% 420
2024
Q2
$437K Sell
1,726
-3
-0.2% -$770 0.02% 408
2024
Q1
$445K Buy
+1,729
New +$425K 0.03% 451

Other funds holding CB

Diversify Advisory Services's CB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Chubb (CB) in Q2 2026: 3,170 shares worth $1.14M. The stake represents 0.02% of the portfolio and ranks #582 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CB as recently as Q4 2025.

Diversify Advisory Services first reported a position in CB in Q1 2024 and has held it in 9 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Diversify Advisory Services held 3,170 shares of Chubb worth $1.14M as of Q2 2026.
  • Chubb was a new Diversify Advisory Services position in Q2 2026.
  • Chubb made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #582 holding.
  • Diversify Advisory Services first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.