Empower Advisory Group
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Empower Advisory Group’s Chubb CB Stock Holding History

Empower Advisory Group’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 		$551K Buy
1,618
+112
+7% +$36.5K ﹤0.01% 337
2026
Q1 		$491K Buy
1,506
+127
+9% +$40.7K ﹤0.01% 326
2025
Q4 		$430K Sell
1,379
-79
-5% -$23.1K ﹤0.01% 356
2025
Q3 		$412K Buy
1,458
+162
+13% +$44.6K ﹤0.01% 367
2025
Q2 		$375K Sell
1,296
-69
-5% -$19.9K ﹤0.01% 363
2025
Q1 		$412K Sell
1,365
-123
-8% -$34.2K ﹤0.01% 344
2024
Q4 		$411K Buy
1,488
+224
+18% +$63.6K ﹤0.01% 351
2024
Q3 		$365K Sell
1,264
-4
-0.3% -$1.1K ﹤0.01% 367
2024
Q2 		$323K Buy
1,268
+43
+4% +$11K ﹤0.01% 377
2024
Q1 		$317K Sell
1,225
-32
-3% -$7.87K ﹤0.01% 393
2023
Q4 		$284K Sell
1,257
-8
-0.6% -$1.75K ﹤0.01% 405
2023
Q3 		$263K Sell
1,265
-9
-0.7% -$1.82K ﹤0.01% 408
2023
Q2 		$245K Sell
1,274
-27
-2% -$5.29K ﹤0.01% 430
2023
Q1 		$256K Buy
+1,301
New +$273K ﹤0.01% 420

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 $3.37T AUM 44.26% 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

Empower Advisory Group's CB Position: Q2 2026 in Review

Empower Advisory Group increased its Chubb (CB) stake by 7.4% in Q2 2026, buying an estimated $36.5K and bringing the position to 1,618 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Empower Advisory Group first reported a position in CB in Q1 2023 and has held it in 14 quarters since. 2,161 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Empower Advisory Group held 1,618 shares of Chubb worth $551K as of Q2 2026.
  • Empower Advisory Group bought 112 Chubb shares in Q2 2026, an estimated $36.5K.
  • Chubb made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #337 holding.
  • Empower Advisory Group first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
  • 2,161 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.