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Great Valley Advisor Group’s Chubb CB Stock Holding History

Great Valley Advisor Group’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 		$3.92M Buy
11,502
+188
+2% +$61.3K 0.06% 263
2026
Q1 		$3.69M Buy
11,314
+320
+3% +$103K 0.07% 255
2025
Q4 		$3.43M Buy
10,994
+708
+7% +$207K 0.07% 251
2025
Q3 		$2.9M Buy
10,286
+1,109
+12% +$305K 0.06% 264
2025
Q2 		$2.66M Sell
9,177
-5,402
-37% -$1.55M 0.06% 267
2025
Q1 		$4.4M Sell
14,579
-18,706
-56% -$5.2M 0.09% 185
2024
Q4 		$9.2M Buy
33,285
+1,685
+5% +$478K 0.21% 112
2024
Q3 		$9.11M Buy
31,600
+420
+1% +$115K 0.22% 109
2024
Q2 		$7.95M Buy
31,180
+4,100
+15% +$1.05M 0.22% 108
2024
Q1 		$7.02M Buy
27,080
+20,897
+338% +$5.14M 0.21% 114
2023
Q4 		$1.4M Buy
6,183
+1,092
+21% +$239K 0.05% 292
2023
Q3 		$1.06M Buy
5,091
+662
+15% +$134K 0.04% 307
2023
Q2 		$853K Sell
4,429
-67
-1% -$13.1K 0.04% 335
2023
Q1 		$873K Buy
+4,496
New +$945K 0.04% 330

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

Great Valley Advisor Group's CB Position: Q2 2026 in Review

Great Valley Advisor Group increased its Chubb (CB) stake by 1.7% in Q2 2026, buying an estimated $61.3K and bringing the position to 11,502 shares worth $3.92M. The position accounts for 0.06% of the portfolio, ranked #263.

Great Valley Advisor Group first reported a position in CB in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.2M in Q4 2024. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Great Valley Advisor Group held 11,502 shares of Chubb worth $3.92M as of Q2 2026.
  • Great Valley Advisor Group bought 188 Chubb shares in Q2 2026, an estimated $61.3K.
  • Chubb made up 0.06% of Great Valley Advisor Group's portfolio in Q2 2026, its #263 holding.
  • Great Valley Advisor Group first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
  • Great Valley Advisor Group's Chubb position peaked at $9.2M in Q4 2024.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.