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Kovack Advisors’s Chubb CB Stock Holding History

Kovack 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 		$674K Buy
1,958
+112
+6% +$36.5K 0.03% 517
2026
Q1 		$602K Sell
1,846
-254
-12% -$81.5K 0.03% 535
2025
Q4 		$656K Buy
+2,100
New +$614K 0.03% 501
2025
Q1 		– Sell
-788
Closed -$218K – 588
2024
Q4 		$218K Sell
788
-23
-3% -$6.53K 0.02% 543
2024
Q3 		$234K Buy
+811
New +$222K 0.02% 503
2020
Q3 		– Sell
-1,686
Closed -$214K – 532
2020
Q2 		$214K Sell
1,686
-282
-14% -$32.7K 0.04% 396
2020
Q1 		$220K Sell
1,968
-622
-24% -$89.2K 0.05% 352
2019
Q4 		$403K Buy
2,590
+484
+23% +$74.1K 0.07% 293
2019
Q3 		$340K Buy
2,106
+452
+27% +$69.9K 0.07% 303
2019
Q2 		$244K Buy
+1,654
New +$239K 0.06% 347
2018
Q1 		– Sell
-2,083
Closed -$304K – 499
2017
Q4 		$304K Buy
+2,083
New +$311K 0.08% 303

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

Kovack Advisors's CB Position: Q2 2026 in Review

Kovack Advisors increased its Chubb (CB) stake by 6.1% in Q2 2026, buying an estimated $36.5K and bringing the position to 1,958 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #517.

Kovack Advisors first reported a position in CB in Q4 2017 and has held it in 11 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Kovack Advisors held 1,958 shares of Chubb worth $674K as of Q2 2026.
  • Kovack Advisors bought 112 Chubb shares in Q2 2026, an estimated $36.5K.
  • Chubb made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #517 holding.
  • Kovack Advisors first reported a position in Chubb in Q4 2017 and has held it in 11 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.