Financial Engines Advisors
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Financial Engines Advisors’s Chubb CB Stock Holding History

Financial Engines 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 		$1.27M Buy
3,717
+2,716
+271% +$886K ﹤0.01% 289
2026
Q1 		$326K Buy
+1,001
New +$321K ﹤0.01% 451
2021
Q4 		– Sell
-1,311
Closed -$228K – 270
2021
Q3 		$228K Sell
1,311
-5,567
-81% -$976K ﹤0.01% 251
2021
Q2 		$1.1M Buy
6,878
+5,024
+271% +$833K ﹤0.01% 94
2021
Q1 		$293K Buy
1,854
+80
+5% +$12.9K ﹤0.01% 209
2020
Q4 		$273K Sell
1,774
-17
-0.9% -$2.38K ﹤0.01% 217
2020
Q3 		$208K Sell
1,791
-28
-2% -$3.52K ﹤0.01% 229
2020
Q2 		$230K Sell
1,819
-116
-6% -$13.4K ﹤0.01% 182
2020
Q1 		$216K Sell
1,935
-33
-2% -$4.73K ﹤0.01% 139
2019
Q4 		$306K Buy
1,968
+23
+1% +$3.52K ﹤0.01% 123
2019
Q3 		$314K Buy
+1,945
New +$301K ﹤0.01% 112
2017
Q2 		– Sell
-20
Closed -$3K – 80
2017
Q1 		$3K Buy
+20
New +$2.69K ﹤0.01% 73

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 Engines Advisors's CB Position: Q2 2026 in Review

Financial Engines Advisors increased its Chubb (CB) stake by 271% in Q2 2026, buying an estimated $886K and bringing the position to 3,717 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Financial Engines Advisors first reported a position in CB in Q1 2017 and has held it in 12 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Financial Engines Advisors held 3,717 shares of Chubb worth $1.27M as of Q2 2026.
  • Financial Engines Advisors bought 2,716 Chubb shares in Q2 2026, an estimated $886K.
  • Chubb made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #289 holding.
  • Financial Engines Advisors first reported a position in Chubb in Q1 2017 and has held it in 12 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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