Global Wealth Strategies & Associates’s Chubb CB Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-7	Closed	-$2.36K	–	151
2026 Q1	$2.36K	Hold	7	–	–	﹤0.01%	405
2025 Q4	$2.26K	Sell	7 -21	-75%	-$6.14K	﹤0.01%	416
2025 Q3	$7.96K	Buy	28 +12	+75%	+$3.3K	﹤0.01%	306
2025 Q2	$4.64K	Buy	16 +2	+14%	+$576	﹤0.01%	268
2025 Q1	$4.23K	Buy	14 +5	+56%	+$1.39K	﹤0.01%	334
2024 Q4	$2.49K	Hold	9	–	–	﹤0.01%	310
2024 Q3	$2.6K	Hold	9	–	–	﹤0.01%	285
2024 Q2	$2.3K	Hold	9	–	–	﹤0.01%	264
2024 Q1	$2.33K	Hold	9	–	–	﹤0.01%	276
2023 Q4	$2.03K	Hold	9	–	–	﹤0.01%	254
2023 Q3	$1.87K	Hold	9	–	–	﹤0.01%	268
2023 Q2	$1.73K	Hold	9	–	–	﹤0.01%	260
2023 Q1	$1.75K	Hold	9	–	–	﹤0.01%	273
2022 Q4	$1.99K	Buy	+9	New	+$1.87K	﹤0.01%	267

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

Global Wealth Strategies & Associates's CB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Chubb (CB) in Q2 2026, closing a stake of 7 shares — an estimated $2.36K sold.

Global Wealth Strategies & Associates first reported a position in CB in Q4 2022 and held it in 14 quarters. The position peaked at $7.96K in Q3 2025. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 7 Chubb shares in Q2 2026, an estimated $2.36K.
Global Wealth Strategies & Associates first reported a position in Chubb in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Chubb position peaked at $7.96K in Q3 2025.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.