Heritage Wealth Advisors
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Heritage Wealth Advisors’s Chubb CB Stock Holding History

Heritage Wealth 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
Q3 		$256K Hold
786
– – 0.01% 181
2026
Q2 		$268K Hold
786
– – 0.01% 200
2026
Q1 		$256K Hold
786
– – 0.01% 188
2025
Q4 		$245K Sell
786
-1
-0.1% -$292 0.01% 204
2025
Q3 		$222K Sell
787
-148
-16% -$40.7K 0.01% 198
2025
Q2 		$271K Hold
935
– – 0.01% 179
2025
Q1 		$282K Sell
935
-12
-1% -$3.33K 0.01% 169
2024
Q4 		$262K Sell
947
-151
-14% -$42.9K 0.01% 178
2024
Q3 		$317K Buy
1,098
+452
+70% +$124K 0.01% 174
2024
Q2 		$165K Hold
646
– – 0.01% 217
2024
Q1 		$167K Buy
646
+1
+0.2% +$246 0.01% 228
2023
Q4 		$146K Buy
645
+39
+6% +$8.53K 0.01% 237
2023
Q3 		$126K Buy
606
+1
+0.2% +$202 0.01% 235
2023
Q2 		$117K Sell
605
-118
-16% -$23.1K 0.01% 243
2023
Q1 		$140K Buy
723
+68
+10% +$14.3K 0.01% 234
2022
Q4 		$144K Buy
655
+273
+71% +$56.8K 0.01% 236
2022
Q3 		$69.5K Hold
382
– – 0.01% 273
2022
Q2 		$75K Sell
382
-43
-10% -$8.86K 0.01% 285
2022
Q1 		$91K Hold
425
– – 0.01% 261
2021
Q4 		$82K Buy
+425
New +$79.8K ﹤0.01% 281
2021
Q1 		– Sell
-14
Closed -$2K – 570
2020
Q4 		$2K Buy
+14
New +$1.96K ﹤0.01% 510
2020
Q1 		– Sell
-56
Closed -$8.72K – 463
2019
Q4 		$8.72K Buy
+56
New +$8.57K ﹤0.01% 426

Other funds holding CB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Heritage Wealth Advisors's CB Position: Q3 2026 in Review

Heritage Wealth Advisors held its Chubb (CB) position steady in Q3 2026 at 786 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #181.

Heritage Wealth Advisors first reported a position in CB in Q4 2019 and has held it in 22 quarters since. The position peaked at $317K in Q3 2024. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Heritage Wealth Advisors held 786 shares of Chubb worth $256K as of Q3 2026.
  • Heritage Wealth Advisors left its Chubb share count unchanged in Q3 2026.
  • Chubb made up 0.01% of Heritage Wealth Advisors's portfolio in Q3 2026, its #181 holding.
  • Heritage Wealth Advisors first reported a position in Chubb in Q4 2019 and has held it in 22 quarters since.
  • Heritage Wealth Advisors's Chubb position peaked at $317K in Q3 2024.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.