Financial Security Advisor’s Chubb CB Stock Holding History

Financial Security Advisor’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	$1.15M	Sell	3,369 -114	-3%	-$37.2K	0.19%	53
2026 Q1	$1.14M	Sell	3,483 -158	-4%	-$50.7K	0.21%	51
2025 Q4	$1.14M	Sell	3,641 -382	-9%	-$112K	0.22%	47
2025 Q3	$1.14M	Sell	4,023 -6	-0.1%	-$1.65K	0.24%	44
2025 Q2	$1.17M	Sell	4,029 -8	-0.2%	-$2.3K	0.27%	44
2025 Q1	$1.22M	Sell	4,037 -13	-0.3%	-$3.61K	0.31%	37
2024 Q4	$1.12M	Sell	4,050 -65	-2%	-$18.5K	0.29%	42
2024 Q3	$1.19M	Sell	4,115 -51	-1%	-$14K	0.3%	40
2024 Q2	$1.07M	Sell	4,166 -23	-0.5%	-$5.91K	0.36%	37
2024 Q1	$1.09M	Buy	4,189 +1	+0%	+$246	0.38%	35
2023 Q4	$950K	Sell	4,188 -60	-1%	-$13.1K	0.37%	38
2023 Q3	$888K	Buy	+4,248	New	+$859K	0.41%	35

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Security Advisor's CB Position: Q2 2026 in Review

Financial Security Advisor reduced its Chubb (CB) stake by 3.3% in Q2 2026, selling an estimated $37.2K and leaving 3,369 shares worth $1.15M. The position accounts for 0.19% of the portfolio, ranked #53.

Financial Security Advisor first reported a position in CB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Financial Security Advisor held 3,369 shares of Chubb worth $1.15M as of Q2 2026.
Financial Security Advisor sold 114 Chubb shares in Q2 2026, an estimated $37.2K.
Chubb made up 0.19% of Financial Security Advisor's portfolio in Q2 2026, its #53 holding.
Financial Security Advisor first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Chubb position peaked at $1.22M in Q1 2025.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.