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Larson Financial Group’s Chubb CB Stock Holding History

Larson Financial Group’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 		$2.98M Buy
8,738
+2,202
+34% +$718K 0.08% 201
2026
Q1 		$2.13M Buy
6,536
+1,415
+28% +$454K 0.07% 228
2025
Q4 		$1.6M Buy
5,121
+766
+18% +$224K 0.05% 257
2025
Q3 		$1.23M Buy
4,355
+872
+25% +$240K 0.04% 281
2025
Q2 		$1.01M Buy
3,483
+2,358
+210% +$679K 0.04% 292
2025
Q1 		$340K Buy
1,125
+452
+67% +$126K 0.02% 488
2024
Q4 		$186K Buy
673
+108
+19% +$30.7K 0.01% 586
2024
Q3 		$163K Buy
565
+336
+147% +$92.1K 0.01% 625
2024
Q2 		$58.3K Sell
229
-6
-3% -$1.54K ﹤0.01% 774
2024
Q1 		$61K Sell
235
-26
-10% -$6.39K ﹤0.01% 647
2023
Q4 		$59.1K Buy
261
+3
+1% +$656 0.01% 611
2023
Q3 		$53.6K Sell
258
-1,465
-85% -$296K 0.01% 590
2023
Q2 		$332K Buy
1,723
+23
+1% +$4.51K 0.03% 243
2023
Q1 		$330K Sell
1,700
-6
-0.4% -$1.26K 0.04% 246
2022
Q4 		$376K Sell
1,706
-2
-0.1% -$416 0.05% 228
2022
Q3 		$311K Buy
1,708
+1,602
+1,511% +$304K 0.04% 221
2022
Q2 		$21K Hold
106
– – ﹤0.01% 534
2022
Q1 		$23K Buy
106
+81
+324% +$16.5K ﹤0.01% 497
2021
Q4 		$5K Buy
25
+17
+213% +$3.19K ﹤0.01% 796
2021
Q3 		$1K Hold
8
– – ﹤0.01% 816
2021
Q2 		$1K Hold
8
– – ﹤0.01% 756
2021
Q1 		$1K Hold
8
– – ﹤0.01% 753
2020
Q4 		$1K Hold
8
– – ﹤0.01% 678
2020
Q3 		$1K Buy
+8
New +$1K ﹤0.01% 641
2020
Q2 		– Sell
-24
Closed -$3K – 689
2020
Q1 		$3K Sell
24
-4
-14% -$574 ﹤0.01% 402
2019
Q4 		$4K Sell
28
-136
-83% -$20.8K ﹤0.01% 381
2019
Q3 		$26K Buy
+164
New +$25.4K 0.02% 194

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

Larson Financial Group's CB Position: Q2 2026 in Review

Larson Financial Group increased its Chubb (CB) stake by 34% in Q2 2026, buying an estimated $718K and bringing the position to 8,738 shares worth $2.98M. The position accounts for 0.08% of the portfolio, ranked #201.

Larson Financial Group first reported a position in CB in Q3 2019 and has held it in 27 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Larson Financial Group held 8,738 shares of Chubb worth $2.98M as of Q2 2026.
  • Larson Financial Group bought 2,202 Chubb shares in Q2 2026, an estimated $718K.
  • Chubb made up 0.08% of Larson Financial Group's portfolio in Q2 2026, its #201 holding.
  • Larson Financial Group first reported a position in Chubb in Q3 2019 and has held it in 27 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.