Key Financial Inc’s Chubb CB Stock Holding History

Key Financial Inc’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	$51.5K	Hold	151	–	–	0.01%	527
2026 Q1	$49.2K	Hold	151	–	–	0.01%	534
2025 Q4	$47.1K	Hold	151	–	–	0.01%	533
2025 Q3	$42.5K	Sell	151 -5	-3%	-$1.38K	0.01%	558
2025 Q2	$45.2K	Sell	156 -86	-36%	-$24.7K	0.01%	515
2025 Q1	$73.1K	Sell	242 -66	-21%	-$18.3K	0.02%	415
2024 Q4	$85.1K	Buy	308 +86	+39%	+$24.4K	0.02%	388
2024 Q3	$64K	Buy	222 +5	+2%	+$1.37K	0.01%	439
2024 Q2	$55.4K	Hold	217	–	–	0.01%	449
2024 Q1	$56.2K	Hold	217	–	–	0.01%	417
2023 Q4	$49K	Hold	217	–	–	0.01%	433
2023 Q3	$45.2K	Hold	217	–	–	0.02%	423
2023 Q2	$41.8K	Buy	217 +39	+22%	+$7.64K	0.01%	442
2023 Q1	$34.6K	Hold	178	–	–	0.01%	451
2022 Q4	$32.4K	Hold	178	–	–	0.02%	428
2022 Q3	$32K	Hold	178	–	–	0.02%	432
2022 Q2	$35K	Buy	178 +77	+76%	+$15.9K	0.02%	417
2022 Q1	$22K	Buy	101 +30	+42%	+$6.1K	0.01%	481
2021 Q4	$14K	Hold	71	–	–	0.01%	534
2021 Q3	$12K	Hold	71	–	–	0.01%	538
2021 Q2	$12K	Buy	71 +48	+209%	+$7.96K	0.01%	537
2021 Q1	$4K	Hold	23	–	–	﹤0.01%	613
2020 Q4	$4K	Buy	+23	New	+$3.22K	﹤0.01%	575

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Key Financial Inc's CB Position: Q2 2026 in Review

Key Financial Inc held its Chubb (CB) position steady in Q2 2026 at 151 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #527.

Key Financial Inc first reported a position in CB in Q4 2020 and has held it in 23 quarters since. The position peaked at $85.1K in Q4 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Key Financial Inc held 151 shares of Chubb worth $51.5K as of Q2 2026.
Key Financial Inc left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #527 holding.
Key Financial Inc first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
Key Financial Inc's Chubb position peaked at $85.1K in Q4 2024.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.