FDx Advisors’s Chubb CB Stock Holding History

FDx 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	$277K	Sell	813 -157	-16%	-$51.2K	0.08%	138
2026 Q1	$316K	Buy	+970	New	+$311K	0.1%	129
2025 Q4	–	Sell	-974	Closed	-$270K	–	103
2025 Q3	$270K	Buy	974 +23	+2%	+$6.33K	0.08%	145
2025 Q2	$276K	Sell	951 -1	-0.1%	-$288	0.08%	141
2025 Q1	$287K	Sell	952 -3	-0.3%	-$834	0.09%	136
2024 Q4	$264K	Sell	955 -86	-8%	-$24.4K	0.08%	150
2024 Q3	$300K	Sell	1,041 -55	-5%	-$15.1K	0.08%	151
2024 Q2	$280K	Sell	1,096 -1,105	-50%	-$284K	0.08%	152
2024 Q1	$570K	Sell	2,201 -3,179	-59%	-$782K	0.09%	191
2023 Q4	$1.22M	Buy	5,380 +397	+8%	+$86.8K	0.09%	216
2023 Q3	$1.04M	Sell	4,983 -5,192	-51%	-$1.05M	0.09%	214
2023 Q2	$1.96M	Sell	10,175 -10,357	-50%	-$2.03M	0.11%	191
2023 Q1	$4.53M	Hold	20,532	–	–	0.2%	115
2022 Q4	$4.53M	Sell	20,532 -1,243	-6%	-$259K	0.2%	115
2022 Q3	$3.96M	Sell	21,775 -305	-1%	-$57.9K	0.18%	122
2022 Q2	$4.34M	Buy	22,080 +419	+2%	+$86.3K	0.16%	128
2022 Q1	$4.63M	Sell	21,661 -1,109	-5%	-$225K	0.16%	123
2021 Q4	$4.4M	Buy	22,770 +2,352	+12%	+$442K	0.12%	137
2021 Q3	$3.54M	Buy	20,418 +786	+4%	+$138K	0.11%	139
2021 Q2	$3.12M	Buy	19,632 +55	+0.3%	+$9.12K	0.1%	146
2021 Q1	$3.09M	Buy	19,577 +3,263	+20%	+$526K	0.12%	137
2020 Q4	$2.51M	Buy	16,314 +271	+2%	+$38K	0.1%	150
2020 Q3	$1.86M	Sell	16,043 -229	-1%	-$28.8K	0.09%	159
2020 Q2	$2.06M	Sell	16,272 -4,703	-22%	-$545K	0.11%	141
2020 Q1	$2.34M	Buy	20,975 +1,344	+7%	+$193K	0.15%	121
2019 Q4	$3.06M	Buy	19,631 +761	+4%	+$116K	0.17%	120
2019 Q3	$3.05M	Sell	18,870 -1,947	-9%	-$301K	0.21%	102
2019 Q2	$3.07M	Buy	20,817 +1,079	+5%	+$156K	0.12%	144
2019 Q1	$2.77M	Buy	19,738 +2,496	+14%	+$332K	0.11%	144
2018 Q4	$2.23M	Sell	17,242 -12,031	-41%	-$1.55M	0.18%	94
2018 Q3	$3.91M	Buy	29,273 +1,133	+4%	+$153K	0.15%	111
2018 Q2	$3.57M	Sell	28,140 -11,434	-29%	-$1.52M	0.13%	120
2018 Q1	$5.41M	Sell	39,574 -2,486	-6%	-$360K	0.16%	106
2017 Q4	$6.15M	Buy	42,060 +842	+2%	+$126K	0.17%	100
2017 Q3	$5.88M	Buy	41,218 +762	+2%	+$110K	0.16%	105
2017 Q2	$5.88M	Sell	40,456 -3,449	-8%	-$485K	0.17%	99
2017 Q1	$5.98M	Sell	43,905 -2,029	-4%	-$273K	0.18%	101
2016 Q4	$6.07M	Buy	45,934 +7,685	+20%	+$980K	0.17%	115
2016 Q3	$4.81M	Buy	38,249 +3,839	+11%	+$487K	0.2%	93
2016 Q2	$4.5M	Buy	34,410 +7,625	+28%	+$940K	0.2%	93
2016 Q1	$3.19M	Buy	26,785 +9,216	+52%	+$1.06M	0.15%	122
2015 Q4	$2.05M	Buy	17,569 +3,499	+25%	+$396K	0.09%	184
2015 Q3	$1.45M	Buy	14,070 +1,647	+13%	+$172K	0.13%	164
2015 Q2	$1.26M	Sell	12,423 -3,877	-24%	-$417K	0.06%	276
2015 Q1	$1.82M	Sell	16,300 -1,623	-9%	-$182K	0.04%	365
2014 Q4	$2.06M	Buy	17,923 +364	+2%	+$40.3K	0.13%	143
2014 Q3	$1.84M	Buy	17,559 +1,290	+8%	+$135K	0.12%	170
2014 Q2	$1.69M	Buy	16,269 +7,192	+79%	+$736K	0.11%	200
2014 Q1	$899K	Buy	9,077 +4,696	+107%	+$455K	0.08%	268
2013 Q4	$453K	Buy	4,381 +412	+10%	+$40.5K	0.05%	390
2013 Q3	$371K	Buy	3,969 +59	+2%	+$5.39K	0.04%	366
2013 Q2	$350K	Buy	+3,910	New	+$350K	0.05%	340

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

FDx Advisors's CB Position: Q2 2026 in Review

FDx Advisors reduced its Chubb (CB) stake by 16% in Q2 2026, selling an estimated $51.2K and leaving 813 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #138.

FDx Advisors first reported a position in CB in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.15M in Q4 2017. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

FDx Advisors held 813 shares of Chubb worth $277K as of Q2 2026.
FDx Advisors sold 157 Chubb shares in Q2 2026, an estimated $51.2K.
Chubb made up 0.08% of FDx Advisors's portfolio in Q2 2026, its #138 holding.
FDx Advisors first reported a position in Chubb in Q2 2013 and has held it in 52 quarters since.
FDx Advisors's Chubb position peaked at $6.15M in Q4 2017.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.