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HBK Sorce Advisory’s Chubb CB Stock Holding History

HBK Sorce Advisory’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
Q1 		$818K Buy
2,559
+114
+5% +$36.6K 0.02% 277
2025
Q4 		$809K Buy
2,445
+426
+21% +$125K 0.02% 269
2025
Q3 		$562K Buy
2,019
+234
+13% +$64.4K 0.01% 337
2025
Q2 		$517K Buy
1,785
+291
+19% +$83.7K 0.01% 333
2025
Q1 		$451K Buy
1,494
+166
+13% +$46.1K 0.01% 358
2024
Q4 		$367K Buy
1,328
+72
+6% +$20.4K 0.01% 406
2024
Q3 		$362K Buy
1,256
+34
+3% +$9.32K 0.01% 416
2024
Q2 		$312K Buy
1,222
+34
+3% +$8.73K 0.01% 428
2024
Q1 		$308K Buy
1,188
+79
+7% +$19.4K 0.01% 442
2023
Q4 		$251K Sell
1,109
-44
-4% -$9.62K 0.01% 453
2023
Q3 		$240K Sell
1,153
-19
-2% -$3.84K 0.01% 470
2023
Q2 		$226K Buy
1,172
+89
+8% +$17.4K 0.01% 513
2023
Q1 		$210K Sell
1,083
-1,123
-51% -$236K 0.01% 528
2022
Q4 		$486K Buy
+2,206
New +$459K 0.01% 419
2022
Q3 		– Sell
-1,165
Closed -$229K – 608
2022
Q2 		$229K Buy
1,165
+80
+7% +$16.5K 0.02% 392
2022
Q1 		$232K Sell
1,085
-60
-5% -$12.2K 0.01% 470
2021
Q4 		$221K Buy
+1,145
New +$215K 0.01% 533
2020
Q2 		– Sell
-2,403
Closed -$268K – 441
2020
Q1 		$268K Sell
2,403
-813
-25% -$117K 0.03% 313
2019
Q4 		$501K Buy
3,216
+539
+20% +$82.5K 0.04% 265
2019
Q3 		$432K Buy
2,677
+102
+4% +$15.8K 0.04% 268
2019
Q2 		$379K Sell
2,575
-3
-0.1% -$433 0.04% 287
2019
Q1 		$361K Hold
2,578
– – 0.04% 305
2018
Q4 		$333K Buy
2,578
+108
+4% +$14K 0.04% 282
2018
Q3 		$330K Buy
2,470
+103
+4% +$13.9K 0.04% 286
2018
Q2 		$301K Sell
2,367
-87
-4% -$11.6K 0.03% 301
2018
Q1 		$336K Buy
+2,454
New +$355K 0.04% 271

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HBK Sorce Advisory's CB Position: Q1 2026 in Review

HBK Sorce Advisory increased its Chubb (CB) stake by 4.7% in Q1 2026, buying an estimated $36.6K and bringing the position to 2,559 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #277.

HBK Sorce Advisory first reported a position in CB in Q1 2018 and has held it in 26 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • HBK Sorce Advisory held 2,559 shares of Chubb worth $818K as of Q1 2026.
  • HBK Sorce Advisory bought 114 Chubb shares in Q1 2026, an estimated $36.6K.
  • Chubb made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #277 holding.
  • HBK Sorce Advisory first reported a position in Chubb in Q1 2018 and has held it in 26 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.