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Kelleher Financial Advisors’s Chubb CB Stock Holding History

Kelleher 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
Q2 		$34.4K Buy
+101
New +$32.9K ﹤0.01% 483
2017
Q1 		– Sell
-12,756
Closed -$1.69M – 92
2016
Q4 		$1.69M Sell
12,756
-150
-1% -$19.1K 0.94% 35
2016
Q3 		$1.62M Hold
12,906
– – 0.92% 38
2016
Q2 		$1.69M Sell
12,906
-320
-2% -$39.4K 1.02% 36
2016
Q1 		$1.57M Buy
+13,226
New +$1.52M 0.87% 39

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 $3.37T AUM 44.26% 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

Kelleher Financial Advisors's CB Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Chubb (CB) in Q2 2026: 101 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in CB as recently as Q4 2016.

Kelleher Financial Advisors first reported a position in CB in Q1 2016 and has held it in 5 quarters since. The position peaked at $1.69M in Q2 2016. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Kelleher Financial Advisors held 101 shares of Chubb worth $34.4K as of Q2 2026.
  • Chubb was a new Kelleher Financial Advisors position in Q2 2026.
  • Chubb made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #483 holding.
  • Kelleher Financial Advisors first reported a position in Chubb in Q1 2016 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Chubb position peaked at $1.69M in Q2 2016.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.