Elevated Capital Advisors’s Chubb CB Stock Holding History

Elevated Capital 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	$5.79K	Hold	17	–	–	﹤0.01%	547
2026 Q1	$5.54K	Hold	17	–	–	﹤0.01%	535
2025 Q4	$5.31K	Buy	+17	New	+$4.97K	﹤0.01%	518

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

Elevated Capital Advisors's CB Position: Q2 2026 in Review

Elevated Capital Advisors held its Chubb (CB) position steady in Q2 2026 at 17 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Elevated Capital Advisors first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,163 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Elevated Capital Advisors held 17 shares of Chubb worth $5.79K as of Q2 2026.
Elevated Capital Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #547 holding.
Elevated Capital Advisors first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
2,163 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.