KF
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Krilogy Financial’s Chubb CB Stock Holding History

Krilogy Financial’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 		$3.55M Buy
10,405
+1,108
+12% +$361K 0.1% 163
2026
Q1 		$3.05M Sell
9,297
-1,109
-11% -$356K 0.1% 168
2025
Q4 		$3.16M Buy
10,406
+2,113
+25% +$618K 0.11% 155
2025
Q3 		$2.35M Buy
+8,293
New +$2.28M 0.09% 180
2020
Q1 		– Sell
-17,454
Closed -$2.72M – 200
2019
Q4 		$2.72M Buy
17,454
+1,585
+10% +$243K 0.45% 54
2019
Q3 		$2.56M Buy
15,869
+807
+5% +$125K 0.46% 53
2019
Q2 		$2.22M Buy
15,062
+1,952
+15% +$282K 0.43% 57
2019
Q1 		$1.84M Buy
+13,110
New +$1.74M 0.39% 58
2018
Q4 		– Sell
-12
Closed -$2K – 212
2018
Q3 		$2K Buy
+12
New +$1.62K ﹤0.01% 709

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

Krilogy Financial's CB Position: Q2 2026 in Review

Krilogy Financial increased its Chubb (CB) stake by 12% in Q2 2026, buying an estimated $361K and bringing the position to 10,405 shares worth $3.55M. The position accounts for 0.1% of the portfolio, ranked #163.

Krilogy Financial first reported a position in CB in Q3 2018 and has held it in 9 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Krilogy Financial held 10,405 shares of Chubb worth $3.55M as of Q2 2026.
  • Krilogy Financial bought 1,108 Chubb shares in Q2 2026, an estimated $361K.
  • Chubb made up 0.1% of Krilogy Financial's portfolio in Q2 2026, its #163 holding.
  • Krilogy Financial first reported a position in Chubb in Q3 2018 and has held it in 9 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.