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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Elevated Capital Advisors's CB Position: Q1 2026 in Review

Elevated Capital Advisors held its Chubb (CB) position steady in Q1 2026 at 17 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Elevated Capital Advisors first reported a position in CB in Q4 2025 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Elevated Capital Advisors held 17 shares of Chubb worth $5.54K as of Q1 2026.
Elevated Capital Advisors left its Chubb share count unchanged in Q1 2026.
Chubb made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #535 holding.
Elevated Capital Advisors first reported a position in Chubb in Q4 2025 and has held it in 2 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.