Global Assets Advisory’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$292K Sell
830
-25
-3% -$8.15K 0.06% 268
2026
Q1
$279K Buy
855
+30
+4% +$9.63K 0.08% 184
2025
Q4
$257K Hold
825
0.07% 243
2025
Q3
$233K Sell
825
-56
-6% -$15.4K 0.07% 244
2025
Q2
$255K Buy
+881
New +$254K 0.1% 177
2024
Q2
Sell
-58
Closed -$14.9K 120
2024
Q1
$14.9K Buy
+58
New +$14.3K 0.01% 481

Other funds holding CB

Global Assets Advisory's CB Position: Q2 2026 in Review

Global Assets Advisory reduced its Chubb (CB) stake by 2.9% in Q2 2026, selling an estimated $8.15K and leaving 830 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #268.

Global Assets Advisory first reported a position in CB in Q1 2024 and has held it in 6 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Global Assets Advisory held 830 shares of Chubb worth $292K as of Q2 2026.
  • Global Assets Advisory sold 25 Chubb shares in Q2 2026, an estimated $8.15K.
  • Chubb made up 0.06% of Global Assets Advisory's portfolio in Q2 2026, its #268 holding.
  • Global Assets Advisory first reported a position in Chubb in Q1 2024 and has held it in 6 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.