First National Advisers’s Chubb CB Stock Holding History

First National Advisers’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	$3.43M	Sell	10,061 -2,406	-19%	-$785K	0.48%	53
2026 Q1	$4.06M	Sell	12,467 -1,871	-13%	-$600K	0.59%	36
2025 Q4	$4.47M	Sell	14,338 -225	-2%	-$65.8K	0.62%	35
2025 Q3	$4.11M	Buy	14,563 +200	+1%	+$55K	0.56%	45
2025 Q2	$4.16M	Buy	14,363 +174	+1%	+$50.1K	0.61%	41
2025 Q1	$4.28M	Buy	14,189 +1,468	+12%	+$408K	0.69%	39
2024 Q4	$3.52M	Buy	12,721 +264	+2%	+$75K	0.57%	47
2024 Q3	$3.59M	Sell	12,457 -1,442	-10%	-$395K	0.57%	49
2024 Q2	$3.54M	Buy	13,899 +331	+2%	+$85K	0.65%	47
2024 Q1	$3.16M	Buy	13,568 +1,339	+11%	+$329K	0.71%	40
2023 Q4	$2.76M	Buy	12,229 +2,731	+29%	+$597K	0.8%	33
2023 Q3	$1.98M	Buy	9,498 +3,837	+68%	+$776K	0.88%	27
2023 Q2	$1.09M	Buy	5,661 +169	+3%	+$33.1K	1%	27
2023 Q1	$1.07M	Buy	5,492 +566	+11%	+$119K	1.21%	24
2022 Q4	$1.09M	Buy	4,926 +497	+11%	+$103K	1.39%	19
2022 Q3	$806K	Buy	4,429 +1,254	+39%	+$238K	1.19%	21
2022 Q2	$624K	Buy	+3,175	New	+$654K	1.29%	21

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 National Advisers's CB Position: Q2 2026 in Review

First National Advisers reduced its Chubb (CB) stake by 19% in Q2 2026, selling an estimated $785K and leaving 10,061 shares worth $3.43M. The position accounts for 0.48% of the portfolio, ranked #53.

First National Advisers first reported a position in CB in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.47M in Q4 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

First National Advisers held 10,061 shares of Chubb worth $3.43M as of Q2 2026.
First National Advisers sold 2,406 Chubb shares in Q2 2026, an estimated $785K.
Chubb made up 0.48% of First National Advisers's portfolio in Q2 2026, its #53 holding.
First National Advisers first reported a position in Chubb in Q2 2022 and has held it in 17 quarters since.
First National Advisers's Chubb position peaked at $4.47M in Q4 2025.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.