Herold Advisors’s Chubb CB Stock Holding History

Herold 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 Q2	$3.07M	Buy	9,020 +1	+0%	+$326	0.61%	43
2026 Q1	$2.94M	Buy	9,019 +1,389	+18%	+$446K	0.65%	44
2025 Q4	$2.38M	Buy	7,630 +1	+0%	+$292	0.53%	54
2025 Q3	$2.15M	Buy	7,629 +841	+12%	+$231K	0.5%	56
2025 Q2	$1.97M	Sell	6,788 -1,299	-16%	-$374K	0.41%	68
2025 Q1	$2.44M	Buy	8,087 +701	+9%	+$195K	0.54%	52
2024 Q4	$2.04M	Buy	7,386 +19	+0.3%	+$5.39K	0.44%	58
2024 Q3	$2.12M	Hold	7,367	–	–	0.46%	59
2024 Q2	$1.88M	Hold	7,367	–	–	0.43%	61
2024 Q1	$1.91M	Sell	7,367 -3,792	-34%	-$932K	0.46%	61
2023 Q4	$2.52M	Hold	11,159	–	–	0.7%	43
2023 Q3	$2.32M	Buy	11,159 +791	+8%	+$160K	0.71%	38
2023 Q2	$2M	Buy	10,368 +542	+6%	+$106K	0.61%	46
2023 Q1	$1.91M	Sell	9,826 -66	-0.7%	-$13.9K	0.66%	43
2022 Q4	$2.18M	Buy	9,892 +1	+0%	+$208	0.92%	29
2022 Q3	$1.8M	Sell	9,891 -45	-0.5%	-$8.54K	0.86%	36
2022 Q2	$1.95M	Buy	9,936 +311	+3%	+$64.1K	0.87%	34
2022 Q1	$2.06M	Buy	+9,625	New	+$1.96M	0.73%	38

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

Herold Advisors's CB Position: Q2 2026 in Review

Herold Advisors increased its Chubb (CB) stake by 0.01% in Q2 2026, buying an estimated $326 and bringing the position to 9,020 shares worth $3.07M. The position accounts for 0.61% of the portfolio, ranked #43.

Herold Advisors first reported a position in CB in Q1 2022 and has held it in 18 quarters since. 2,156 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Herold Advisors held 9,020 shares of Chubb worth $3.07M as of Q2 2026.
Herold Advisors bought 1 Chubb share in Q2 2026, an estimated $326.
Chubb made up 0.61% of Herold Advisors's portfolio in Q2 2026, its #43 holding.
Herold Advisors first reported a position in Chubb in Q1 2022 and has held it in 18 quarters since.
2,156 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.