Finivi Inc’s Chubb CB Stock Holding History

Finivi Inc’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	$1.02M	Hold	3,000	–	–	0.52%	47
2026 Q1	$978K	Hold	3,000	–	–	0.53%	44
2025 Q4	$936K	Hold	3,000	–	–	0.54%	47
2025 Q3	$847K	Hold	3,000	–	–	0.54%	45
2025 Q2	$869K	Hold	3,000	–	–	0.59%	46
2025 Q1	$906K	Hold	3,000	–	–	0.73%	36
2024 Q4	$829K	Hold	3,000	–	–	0.66%	39
2024 Q3	$865K	Hold	3,000	–	–	0.7%	35
2024 Q2	$765K	Hold	3,000	–	–	0.63%	43
2024 Q1	$777K	Hold	3,000	–	–	0.7%	38
2023 Q4	$678K	Buy	+3,000	New	+$656K	0.66%	43
2021 Q4	$580K	Buy	+3,000	New	+$564K	0.61%	45

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

Finivi Inc's CB Position: Q2 2026 in Review

Finivi Inc held its Chubb (CB) position steady in Q2 2026 at 3,000 shares worth $1.02M. The position accounts for 0.52% of the portfolio, ranked #47.

Finivi Inc first reported a position in CB in Q4 2021 and has held it in 12 quarters since. 2,131 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Finivi Inc held 3,000 shares of Chubb worth $1.02M as of Q2 2026.
Finivi Inc left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.52% of Finivi Inc's portfolio in Q2 2026, its #47 holding.
Finivi Inc first reported a position in Chubb in Q4 2021 and has held it in 12 quarters since.
2,131 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.