FCA
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FLC Capital Advisors’s Chubb CB Stock Holding History

FLC Capital 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 		$712K Sell
2,091
-221
-10% -$72.1K 0.11% 108
2026
Q1 		$754K Hold
2,312
– – 0.13% 99
2025
Q4 		$722K Hold
2,312
– – 0.13% 95
2025
Q3 		$653K Buy
2,312
+598
+35% +$165K 0.13% 100
2025
Q2 		$497K Buy
1,714
+3
+0.2% +$863 0.1% 116
2025
Q1 		$517K Buy
1,711
+120
+8% +$33.3K 0.12% 106
2024
Q4 		$440K Hold
1,591
– – 0.1% 114
2024
Q3 		$459K Hold
1,591
– – 0.11% 107
2024
Q2 		$406K Hold
1,591
– – 0.1% 106
2024
Q1 		$412K Hold
1,591
– – 0.1% 103
2023
Q4 		$360K Buy
+1,591
New +$348K 0.1% 111

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

FLC Capital Advisors's CB Position: Q2 2026 in Review

FLC Capital Advisors reduced its Chubb (CB) stake by 9.6% in Q2 2026, selling an estimated $72.1K and leaving 2,091 shares worth $712K. The position accounts for 0.11% of the portfolio, ranked #108.

FLC Capital Advisors first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $754K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • FLC Capital Advisors held 2,091 shares of Chubb worth $712K as of Q2 2026.
  • FLC Capital Advisors sold 221 Chubb shares in Q2 2026, an estimated $72.1K.
  • Chubb made up 0.11% of FLC Capital Advisors's portfolio in Q2 2026, its #108 holding.
  • FLC Capital Advisors first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • FLC Capital Advisors's Chubb position peaked at $754K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.