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Financial Gravity Companies’s Chubb CB Stock Holding History

Financial Gravity Companies’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 		$7.5K Buy
+22
New +$7.18K ﹤0.01% 630
2025
Q2 		$290 Buy
+1
New +$288 ﹤0.01% 880
2024
Q4 		$276 Hold
1
– – ﹤0.01% 891
2024
Q3 		$288 Buy
+1
New +$274 ﹤0.01% 617
2018
Q4 		$191K Buy
+1,430
New +$185K 0.17% 135
2018
Q1 		$32K Sell
244
-419
-63% -$60.7K 0.03% 448
2017
Q4 		$103K Buy
+663
New +$99.1K 0.12% 173

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 $3.38T AUM 44.17% 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 Gravity Companies's CB Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Chubb (CB) in Q2 2026: 22 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CB as recently as Q2 2025.

Financial Gravity Companies first reported a position in CB in Q4 2017 and has held it in 7 quarters since. The position peaked at $191K in Q4 2018. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Financial Gravity Companies held 22 shares of Chubb worth $7.5K as of Q2 2026.
  • Chubb was a new Financial Gravity Companies position in Q2 2026.
  • Chubb made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #630 holding.
  • Financial Gravity Companies first reported a position in Chubb in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Chubb position peaked at $191K in Q4 2018.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.