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Keating Financial Advisory Services’s Chubb CB Stock Holding History

Keating Financial Advisory Services’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 		$104K Buy
306
+62
+25% +$20.2K 0.01% 480
2026
Q1 		$79.5K Sell
244
-92
-27% -$29.5K 0.01% 513
2025
Q4 		$105K Buy
+336
New +$98.2K 0.01% 488

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Keating Financial Advisory Services's CB Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Chubb (CB) stake by 25% in Q2 2026, buying an estimated $20.2K and bringing the position to 306 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #480.

Keating Financial Advisory Services first reported a position in CB in Q4 2025 and has held it in 3 quarters since. The position peaked at $105K in Q4 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Keating Financial Advisory Services held 306 shares of Chubb worth $104K as of Q2 2026.
  • Keating Financial Advisory Services bought 62 Chubb shares in Q2 2026, an estimated $20.2K.
  • Chubb made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #480 holding.
  • Keating Financial Advisory Services first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Chubb position peaked at $105K in Q4 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.