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Diversify Advisory Services’s Chubb CB Stock Holding History

Diversify Advisory Services’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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diversify Advisory Services's CB Position: Q1 2026 in Review

Diversify Advisory Services sold out of Chubb (CB) in Q1 2026, closing a stake of 1,431 shares — an estimated $430K sold.

Diversify Advisory Services first reported a position in CB in Q1 2024 and held it in 8 quarters. The position peaked at $445K in Q1 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Diversify Advisory Services reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,431 Chubb shares in Q1 2026, an estimated $430K.
  • Diversify Advisory Services first reported a position in Chubb in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Chubb position peaked at $445K in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.