JAG
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Journey Advisory Group’s Chubb CB Stock Holding History

Journey Advisory Group’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 		$1.56M Sell
4,828
-32
-0.7% -$10.3K 0.13% 118
2025
Q4 		$1.51M Sell
4,860
-717
-13% -$210K 0.13% 129
2025
Q3 		$1.57M Sell
5,577
-270
-5% -$74.3K 0.12% 131
2025
Q2 		$1.69M Hold
5,847
– – 0.13% 133
2025
Q1 		$1.77M Sell
5,847
-37
-0.6% -$10.3K 0.14% 116
2024
Q4 		$1.5M Hold
5,884
– – 0.18% 89
2024
Q3 		$1.5M Hold
5,884
– – 0.18% 89
2024
Q2 		$1.5M Sell
5,884
-593
-9% -$152K 0.18% 89
2024
Q1 		$1.68M Sell
6,477
-10
-0.2% -$2.46K 0.21% 92
2023
Q4 		$1.47M Sell
6,487
-90
-1% -$19.7K 0.2% 94
2023
Q3 		$1.37M Buy
6,577
+394
+6% +$79.7K 0.2% 96
2023
Q2 		$1.19M Sell
6,183
-2,053
-25% -$402K 0.18% 100
2023
Q1 		$1.6M Sell
8,236
-2,860
-26% -$601K 0.25% 94
2022
Q4 		$2.45M Sell
11,096
-709
-6% -$148K 0.61% 46
2022
Q3 		$2.15M Sell
11,805
-650
-5% -$123K 0.55% 51
2022
Q2 		$2.3M Buy
12,455
+1,374
+12% +$283K 0.53% 49
2022
Q1 		$2.37M Sell
11,081
-535
-5% -$109K 0.6% 42
2021
Q4 		$2.25M Buy
11,616
+711
+7% +$134K 0.62% 42
2021
Q3 		$1.89M Sell
10,905
-2,858
-21% -$501K 0.61% 41
2021
Q2 		$2.19M Sell
13,763
-300
-2% -$49.7K 0.69% 38
2021
Q1 		$2.22M Sell
14,063
-31
-0.2% -$5K 0.78% 34
2020
Q4 		$2.17M Buy
+14,094
New +$1.98M 0.81% 34

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

Journey Advisory Group's CB Position: Q1 2026 in Review

Journey Advisory Group reduced its Chubb (CB) stake by 0.66% in Q1 2026, selling an estimated $10.3K and leaving 4,828 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #118.

Journey Advisory Group first reported a position in CB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.45M in Q4 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Journey Advisory Group held 4,828 shares of Chubb worth $1.56M as of Q1 2026.
  • Journey Advisory Group sold 32 Chubb shares in Q1 2026, an estimated $10.3K.
  • Chubb made up 0.13% of Journey Advisory Group's portfolio in Q1 2026, its #118 holding.
  • Journey Advisory Group first reported a position in Chubb in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's Chubb position peaked at $2.45M in Q4 2022.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.