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Financial Advisory Partners’s Chubb CB Stock Holding History

Financial Advisory Partners’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 		$4.64M Sell
13,631
-59
-0.4% -$19.2K 1.21% 25
2026
Q1 		$4.46M Sell
13,690
-108
-0.8% -$34.6K 1.26% 27
2025
Q4 		$4.31M Sell
13,798
-88
-0.6% -$25.7K 1.21% 27
2025
Q3 		$3.92M Sell
13,886
-76
-0.5% -$20.9K 1.14% 29
2025
Q2 		$4.05M Sell
13,962
-315
-2% -$90.6K 1.27% 28
2025
Q1 		$4.31M Sell
14,277
-45
-0.3% -$12.5K 1.44% 21
2024
Q4 		$3.96M Sell
14,322
-92
-0.6% -$26.1K 1.31% 24
2024
Q3 		$4.16M Sell
14,414
-452
-3% -$124K 1.38% 22
2024
Q2 		$3.79M Sell
14,866
-548
-4% -$141K 1.42% 21
2024
Q1 		$3.99M Sell
15,414
-2,455
-14% -$604K 1.54% 21
2023
Q4 		$4.04M Sell
17,869
-283
-2% -$61.9K 1.47% 24
2023
Q3 		$3.78M Sell
18,152
-202
-1% -$40.8K 1.52% 25
2023
Q2 		$3.53M Buy
18,354
+2,273
+14% +$445K 1.36% 39
2023
Q1 		$3.12M Buy
+16,081
New +$3.38M 1.24% 42

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

Financial Advisory Partners's CB Position: Q2 2026 in Review

Financial Advisory Partners reduced its Chubb (CB) stake by 0.43% in Q2 2026, selling an estimated $19.2K and leaving 13,631 shares worth $4.64M. The position accounts for 1.21% of the portfolio, ranked #25.

Financial Advisory Partners first reported a position in CB in Q1 2023 and has held it in 14 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Financial Advisory Partners held 13,631 shares of Chubb worth $4.64M as of Q2 2026.
  • Financial Advisory Partners sold 59 Chubb shares in Q2 2026, an estimated $19.2K.
  • Chubb made up 1.21% of Financial Advisory Partners's portfolio in Q2 2026, its #25 holding.
  • Financial Advisory Partners first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.