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Fi3 Financial Advisors’s Chubb CB Stock Holding History

Fi3 Financial 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 		$846K Buy
5,102
+3,517
+222% +$1.15M 0.2% 54
2026
Q1 		$518K Sell
1,585
-84
-5% -$26.9K 0.15% 80
2025
Q4 		$522K Buy
1,669
+600
+56% +$175K 0.16% 64
2025
Q3 		$303K Buy
1,069
+137
+15% +$37.7K 0.1% 95
2025
Q2 		$271K Buy
932
+139
+18% +$40K 0.1% 109
2025
Q1 		$240K Buy
+793
New +$220K 0.1% 102

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

Fi3 Financial Advisors's CB Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Chubb (CB) stake by 222% in Q2 2026, buying an estimated $1.15M and bringing the position to 5,102 shares worth $846K. The position accounts for 0.2% of the portfolio, ranked #54.

Fi3 Financial Advisors first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fi3 Financial Advisors held 5,102 shares of Chubb worth $846K as of Q2 2026.
  • Fi3 Financial Advisors bought 3,517 Chubb shares in Q2 2026, an estimated $1.15M.
  • Chubb made up 0.2% of Fi3 Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Fi3 Financial Advisors first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.