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Financial Strategies Group’s Chubb CB Stock Holding History

Financial Strategies Group’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 		$11.8M Buy
33,347
+114
+0.3% +$37.2K 1.89% 17
2026
Q1 		$10.8M Buy
33,233
+283
+0.9% +$90.8K 1.8% 16
2025
Q4 		$10.2M Buy
32,950
+646
+2% +$189K 1.84% 17
2025
Q3 		$8.99M Buy
32,304
+4,813
+18% +$1.32M 1.71% 18
2025
Q2 		$7.64M Buy
27,491
+1,355
+5% +$390K 1.59% 21
2025
Q1 		$7.44M Buy
26,136
+1,854
+8% +$515K 1.76% 16
2024
Q4 		$6.26M Buy
24,282
+1,099
+5% +$312K 1.5% 22
2024
Q3 		$6.69M Buy
+23,183
New +$6.36M 1.57% 22

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 Strategies Group's CB Position: Q2 2026 in Review

Financial Strategies Group increased its Chubb (CB) stake by 0.34% in Q2 2026, buying an estimated $37.2K and bringing the position to 33,347 shares worth $11.8M. The position accounts for 1.89% of the portfolio, ranked #17.

Financial Strategies Group first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Financial Strategies Group held 33,347 shares of Chubb worth $11.8M as of Q2 2026.
  • Financial Strategies Group bought 114 Chubb shares in Q2 2026, an estimated $37.2K.
  • Chubb made up 1.89% of Financial Strategies Group's portfolio in Q2 2026, its #17 holding.
  • Financial Strategies Group first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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