Laurel Wealth Advisors (North Carolina)’s Chubb CB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-99	Closed	-$30.9K	–	267
2025 Q4	$30.9K	Buy	+99	New	+$28.9K	﹤0.01%	383
2025 Q2	–	Sell	-99	Closed	-$29.9K	–	267
2025 Q1	$29.9K	Hold	99	–	–	﹤0.01%	367
2024 Q4	$27.4K	Hold	99	–	–	﹤0.01%	379
2024 Q3	$28.6K	Hold	99	–	–	﹤0.01%	371
2024 Q2	$25.3K	Hold	99	–	–	﹤0.01%	358
2024 Q1	$25.7K	Hold	99	–	–	﹤0.01%	362
2023 Q4	$22.4K	Hold	99	–	–	﹤0.01%	353
2023 Q3	$20.6K	Hold	99	–	–	﹤0.01%	360
2023 Q2	$19.1K	Hold	99	–	–	﹤0.01%	366
2023 Q1	$19.2K	Buy	99 +1	+1%	+$210	﹤0.01%	363
2022 Q4	$21.6K	Hold	98	–	–	﹤0.01%	328
2022 Q3	$18K	Hold	98	–	–	﹤0.01%	341
2022 Q2	$19K	Hold	98	–	–	﹤0.01%	337
2022 Q1	$21K	Hold	98	–	–	﹤0.01%	339
2021 Q4	$19K	Hold	98	–	–	﹤0.01%	350
2021 Q3	$17K	Hold	98	–	–	﹤0.01%	356
2021 Q2	$16K	Hold	98	–	–	﹤0.01%	405
2021 Q1	$15K	Hold	98	–	–	﹤0.01%	380
2020 Q4	$15K	Hold	98	–	–	﹤0.01%	376
2020 Q3	$11K	Hold	98	–	–	﹤0.01%	380
2020 Q2	$12K	Hold	98	–	–	﹤0.01%	358
2020 Q1	$11K	Hold	98	–	–	﹤0.01%	347
2019 Q4	$15K	Hold	98	–	–	﹤0.01%	347
2019 Q3	$16K	Hold	98	–	–	0.01%	333
2019 Q2	$14K	Hold	98	–	–	﹤0.01%	342
2019 Q1	$14K	Hold	98	–	–	0.01%	335
2018 Q4	$13K	Buy	+98	New	+$12.7K	0.01%	326

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Chubb (CB) in Q1 2026, closing a stake of 99 shares — an estimated $30.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CB in Q4 2018 and held it in 27 quarters. The position peaked at $30.9K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 99 Chubb shares in Q1 2026, an estimated $30.9K.
Laurel Wealth Advisors (North Carolina) first reported a position in Chubb in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Chubb position peaked at $30.9K in Q4 2025.
2,114 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.