First Command Advisory Services’s Chubb CB Stock Holding History

First Command Advisory Services’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	$22.5K	Sell	66 -204	-76%	-$66.5K	﹤0.01%	632
2026 Q1	$88K	Sell	270 -441	-62%	-$141K	﹤0.01%	282
2025 Q4	$222K	Buy	711 +35	+5%	+$10.2K	﹤0.01%	170
2025 Q3	$191K	Hold	676	–	–	﹤0.01%	185
2025 Q2	$196K	Sell	676 -3	-0.4%	-$863	﹤0.01%	173
2025 Q1	$205K	Sell	679 -228	-25%	-$63.4K	﹤0.01%	165
2024 Q4	$251K	Buy	907 +446	+97%	+$127K	﹤0.01%	152
2024 Q3	$133K	Hold	461	–	–	﹤0.01%	205
2024 Q2	$118K	Sell	461 -36	-7%	-$9.24K	﹤0.01%	198
2024 Q1	$126K	Sell	497 -7	-1%	-$1.72K	﹤0.01%	187
2023 Q4	$114K	Buy	504 +19	+4%	+$4.16K	﹤0.01%	185
2023 Q3	$101K	Buy	+485	New	+$98K	﹤0.01%	192
2023 Q2	–	Sell	-8	Closed	–	–	82
2023 Q1	$0	Buy	+8	New	+$1.68K	﹤0.01%	110
2020 Q4	–	Sell	-59	Closed	-$7K	–	41
2020 Q3	$7K	Buy	+59	New	+$7.41K	﹤0.01%	25

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

First Command Advisory Services's CB Position: Q2 2026 in Review

First Command Advisory Services reduced its Chubb (CB) stake by 76% in Q2 2026, selling an estimated $66.5K and leaving 66 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

First Command Advisory Services first reported a position in CB in Q3 2020 and has held it in 14 quarters since. The position peaked at $251K in Q4 2024. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

First Command Advisory Services held 66 shares of Chubb worth $22.5K as of Q2 2026.
First Command Advisory Services sold 204 Chubb shares in Q2 2026, an estimated $66.5K.
Chubb made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #632 holding.
First Command Advisory Services first reported a position in Chubb in Q3 2020 and has held it in 14 quarters since.
First Command Advisory Services's Chubb position peaked at $251K in Q4 2024.
2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.