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Excelsior Advisor Network’s Chubb CB Stock Holding History

Excelsior Advisor Network’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 		$1.34M Buy
3,936
+3,251
+475% +$1.06M 0.18% 126
2026
Q1 		$223K Hold
685
– – 0.08% 200
2025
Q4 		$214K Buy
+685
New +$200K 0.1% 155

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

Excelsior Advisor Network's CB Position: Q2 2026 in Review

Excelsior Advisor Network increased its Chubb (CB) stake by 475% in Q2 2026, buying an estimated $1.06M and bringing the position to 3,936 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #126.

Excelsior Advisor Network first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Excelsior Advisor Network held 3,936 shares of Chubb worth $1.34M as of Q2 2026.
  • Excelsior Advisor Network bought 3,251 Chubb shares in Q2 2026, an estimated $1.06M.
  • Chubb made up 0.18% of Excelsior Advisor Network's portfolio in Q2 2026, its #126 holding.
  • Excelsior Advisor Network first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.