Kingswood Wealth Advisors’s Chubb CB Stock Holding History

Kingswood Wealth 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	$2.52M	Sell	7,394 -680	-8%	-$222K	0.1%	219
2026 Q1	$2.63M	Sell	8,074 -221	-3%	-$70.9K	0.12%	184
2025 Q4	$2.59M	Buy	8,295 +5,664	+215%	+$1.66M	0.13%	163
2025 Q3	$743K	Buy	+2,631	New	+$724K	0.04%	366
2025 Q2	–	Sell	-1,227	Closed	-$371K	–	753
2025 Q1	$371K	Sell	1,227 -401	-25%	-$111K	0.03%	478
2024 Q4	$450K	Sell	1,628 -7,101	-81%	-$2.02M	0.03%	471
2024 Q3	$2.52M	Buy	8,729 +3,061	+54%	+$839K	0.18%	123
2024 Q2	$1.45M	Buy	5,668 +17	+0.3%	+$4.37K	0.13%	167
2024 Q1	$1.46M	Buy	5,651 +15	+0.3%	+$3.69K	0.17%	146
2023 Q4	$1.27M	Buy	5,636 +983	+21%	+$215K	0.14%	163
2023 Q3	$969K	Buy	+4,653	New	+$941K	0.17%	147

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

Kingswood Wealth Advisors's CB Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Chubb (CB) stake by 8.4% in Q2 2026, selling an estimated $222K and leaving 7,394 shares worth $2.52M. The position accounts for 0.1% of the portfolio, ranked #219.

Kingswood Wealth Advisors first reported a position in CB in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Kingswood Wealth Advisors held 7,394 shares of Chubb worth $2.52M as of Q2 2026.
Kingswood Wealth Advisors sold 680 Chubb shares in Q2 2026, an estimated $222K.
Chubb made up 0.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #219 holding.
Kingswood Wealth Advisors first reported a position in Chubb in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Chubb position peaked at $2.63M in Q1 2026.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.