Invera Wealth Advisors’s Chubb CB Stock Holding History

Invera 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 Q2	$1.08M	Sell	3,156 -450	-12%	-$147K	0.58%	46
2026 Q1	$1.18M	Sell	3,606 -96	-3%	-$30.8K	0.75%	43
2025 Q4	$1.16M	Sell	3,702 -84	-2%	-$24.6K	0.73%	41
2025 Q3	$1.07M	Sell	3,786 -6	-0.2%	-$1.65K	0.66%	48
2025 Q2	$1.1M	Sell	3,792 -23	-0.6%	-$6.62K	0.72%	45
2025 Q1	$1.15M	Buy	+3,815	New	+$1.06M	0.74%	44
2024 Q2	–	Sell	-3,936	Closed	-$966K	–	57
2024 Q1	$966K	Sell	3,936 -193	-5%	-$47.5K	0.82%	40
2023 Q4	$933K	Buy	+4,129	New	+$903K	0.58%	60

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

Invera Wealth Advisors's CB Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Chubb (CB) stake by 12% in Q2 2026, selling an estimated $147K and leaving 3,156 shares worth $1.08M. The position accounts for 0.58% of the portfolio, ranked #46.

Invera Wealth Advisors first reported a position in CB in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2026. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Invera Wealth Advisors held 3,156 shares of Chubb worth $1.08M as of Q2 2026.
Invera Wealth Advisors sold 450 Chubb shares in Q2 2026, an estimated $147K.
Chubb made up 0.58% of Invera Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Invera Wealth Advisors first reported a position in Chubb in Q4 2023 and has held it in 8 quarters since.
Invera Wealth Advisors's Chubb position peaked at $1.18M in Q1 2026.
2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.