First Foundation Advisors’s Chubb CB Stock Holding History

First Foundation Advisors’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	$290K	Buy	852 +47	+6%	+$15.3K	0.01%	303
2026 Q1	$262K	Sell	805 -24	-3%	-$7.7K	0.01%	300
2025 Q4	$259K	Buy	829 +56	+7%	+$16.4K	0.01%	296
2025 Q3	$218K	Buy	+773	New	+$213K	0.01%	311
2024 Q3	–	Sell	-497	Closed	-$127K	–	366
2024 Q2	$127K	Sell	497 -55	-10%	-$14.1K	﹤0.01%	354
2024 Q1	$143K	Buy	552 +229	+71%	+$56.3K	0.01%	357
2023 Q4	$73K	Sell	323 -1,245	-79%	-$272K	﹤0.01%	401
2023 Q3	$326K	Buy	1,568 +388	+33%	+$78.4K	0.02%	312
2023 Q2	$227K	Buy	+1,180	New	+$231K	0.01%	362
2023 Q1	–	Sell	-1,005	Closed	-$222K	–	395
2022 Q4	$222K	Buy	+1,005	New	+$209K	0.01%	354

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 Foundation Advisors's CB Position: Q2 2026 in Review

First Foundation Advisors increased its Chubb (CB) stake by 5.8% in Q2 2026, buying an estimated $15.3K and bringing the position to 852 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #303.

First Foundation Advisors first reported a position in CB in Q4 2022 and has held it in 10 quarters since. The position peaked at $326K in Q3 2023. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

First Foundation Advisors held 852 shares of Chubb worth $290K as of Q2 2026.
First Foundation Advisors bought 47 Chubb shares in Q2 2026, an estimated $15.3K.
Chubb made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #303 holding.
First Foundation Advisors first reported a position in Chubb in Q4 2022 and has held it in 10 quarters since.
First Foundation Advisors's Chubb position peaked at $326K in Q3 2023.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.