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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
Q1 		$79.5K Sell
244
-92
-27% -$29.5K 0.01% 513
2025
Q4 		$105K Buy
+336
New +$98.2K 0.01% 488

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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

Keating Financial Advisory Services's CB Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its Chubb (CB) stake by 27% in Q1 2026, selling an estimated $29.5K and leaving 244 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #513.

Keating Financial Advisory Services first reported a position in CB in Q4 2025 and has held it in 2 quarters since. The position peaked at $105K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Keating Financial Advisory Services held 244 shares of Chubb worth $79.5K as of Q1 2026.
  • Keating Financial Advisory Services sold 92 Chubb shares in Q1 2026, an estimated $29.5K.
  • Chubb made up 0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #513 holding.
  • Keating Financial Advisory Services first reported a position in Chubb in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Chubb position peaked at $105K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.