JNBA Financial Advisors’s Chubb CB Stock Holding History

JNBA Financial 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 Q1	$42.7K	Sell	131 -38	-22%	-$12.2K	﹤0.01%	329
2025 Q4	$52.7K	Sell	169 -10	-6%	-$2.92K	﹤0.01%	306
2025 Q3	$50.5K	Hold	179	–	–	﹤0.01%	305
2025 Q2	$51.9K	Hold	179	–	–	0.01%	287
2025 Q1	$54.1K	Hold	179	–	–	0.01%	272
2024 Q4	$49.5K	Hold	179	–	–	0.01%	283
2024 Q3	$51.6K	Sell	179 -5	-3%	-$1.37K	0.01%	283
2024 Q2	$46.9K	Sell	184 -190	-51%	-$48.8K	0.01%	290
2024 Q1	$96.9K	Hold	374	–	–	0.01%	232
2023 Q4	$84.5K	Sell	374 -17	-4%	-$3.72K	0.01%	241
2023 Q3	$81.4K	Buy	391 +17	+5%	+$3.44K	0.01%	241
2023 Q2	$72K	Sell	374 -17	-4%	-$3.33K	0.01%	254
2023 Q1	$75.9K	Buy	391 +28	+8%	+$5.88K	0.01%	256
2022 Q4	$80.1K	Hold	363	–	–	0.01%	246
2022 Q3	$66K	Hold	363	–	–	0.01%	254
2022 Q2	$71K	Sell	363 -5	-1%	-$1.03K	0.01%	248
2022 Q1	$79K	Sell	368 -367	-50%	-$74.6K	0.01%	251
2021 Q4	$142K	Buy	735 +103	+16%	+$19.3K	0.02%	210
2021 Q3	$110K	Hold	632	–	–	0.01%	221
2021 Q2	$100K	Hold	632	–	–	0.01%	226
2021 Q1	$100K	Buy	632 +157	+33%	+$25.3K	0.01%	222
2020 Q4	$73K	Buy	475 +102	+27%	+$14.3K	0.01%	232
2020 Q3	$43K	Hold	373	–	–	0.01%	253
2020 Q2	$47K	Hold	373	–	–	0.01%	238
2020 Q1	$42K	Buy	373 +190	+104%	+$27.2K	0.01%	235
2019 Q4	$28K	Buy	183 +10	+6%	+$1.53K	0.01%	308
2019 Q3	$28K	Sell	173 -8	-4%	-$1.24K	0.01%	294
2019 Q2	$27K	Buy	181 +125	+223%	+$18K	0.01%	303
2019 Q1	$8K	Hold	56	–	–	﹤0.01%	415
2018 Q4	$7K	Buy	+56	New	+$7.24K	﹤0.01%	400
2018 Q3	–	Sell	-56	Closed	-$7K	–	519
2018 Q2	$7K	Hold	56	–	–	﹤0.01%	424
2018 Q1	$8K	Hold	56	–	–	﹤0.01%	391
2017 Q4	$8K	Hold	56	–	–	﹤0.01%	386
2017 Q3	$8K	Hold	56	–	–	﹤0.01%	375
2017 Q2	$8K	Hold	56	–	–	﹤0.01%	365
2017 Q1	$8K	Buy	56 +8	+17%	+$1.08K	﹤0.01%	372
2016 Q4	$6K	Sell	48 -10,842	-100%	-$1.38M	﹤0.01%	392
2016 Q3	$1.37M	Buy	+10,890	New	+$1.38M	0.2%	39
2016 Q1	–	Sell	-30	Closed	-$4K	–	542
2015 Q4	$4K	Hold	30	–	–	﹤0.01%	423
2015 Q3	$3K	Hold	30	–	–	﹤0.01%	443
2015 Q2	$3K	Hold	30	–	–	﹤0.01%	445
2015 Q1	$3K	Hold	30	–	–	﹤0.01%	449
2014 Q4	$3K	Hold	30	–	–	﹤0.01%	456
2014 Q3	$3K	Hold	30	–	–	﹤0.01%	481
2014 Q2	$3K	Hold	30	–	–	﹤0.01%	433
2014 Q1	$3K	Hold	30	–	–	﹤0.01%	407
2013 Q4	$3K	Hold	30	–	–	﹤0.01%	379
2013 Q3	$3K	Hold	30	–	–	﹤0.01%	366
2013 Q2	$3K	Buy	+30	New	+$2.69K	﹤0.01%	322

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JNBA Financial Advisors's CB Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Chubb (CB) stake by 22% in Q1 2026, selling an estimated $12.2K and leaving 131 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

JNBA Financial Advisors first reported a position in CB in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.37M in Q3 2016. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

JNBA Financial Advisors held 131 shares of Chubb worth $42.7K as of Q1 2026.
JNBA Financial Advisors sold 38 Chubb shares in Q1 2026, an estimated $12.2K.
Chubb made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #329 holding.
JNBA Financial Advisors first reported a position in Chubb in Q2 2013 and has held it in 49 quarters since.
JNBA Financial Advisors's Chubb position peaked at $1.37M in Q3 2016.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.