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Fiduciary Alliance’s Chubb CB Stock Holding History

Fiduciary Alliance’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 		$279K Sell
819
-9
-1% -$2.94K 0.02% 459
2026
Q1 		$271K Buy
828
+6
+0.7% +$1.93K 0.02% 466
2025
Q4 		$256K Sell
822
-4
-0.5% -$1.17K 0.02% 449
2025
Q3 		$233K Sell
826
-79
-9% -$21.7K 0.02% 459
2025
Q2 		$262K Buy
905
+61
+7% +$17.6K 0.02% 413
2025
Q1 		$255K Buy
+844
New +$235K 0.03% 339
2023
Q3 		– Sell
-478
Closed -$92K – 277
2023
Q2 		$92K Buy
+478
New +$93.6K 0.02% 225
2023
Q1 		– Sell
-197
Closed -$43.5K – 252
2022
Q4 		$43.5K Buy
+197
New +$41K 0.01% 235

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

Fiduciary Alliance's CB Position: Q2 2026 in Review

Fiduciary Alliance reduced its Chubb (CB) stake by 1.1% in Q2 2026, selling an estimated $2.94K and leaving 819 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #459.

Fiduciary Alliance first reported a position in CB in Q4 2022 and has held it in 8 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fiduciary Alliance held 819 shares of Chubb worth $279K as of Q2 2026.
  • Fiduciary Alliance sold 9 Chubb shares in Q2 2026, an estimated $2.94K.
  • Chubb made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #459 holding.
  • Fiduciary Alliance first reported a position in Chubb in Q4 2022 and has held it in 8 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.