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Lloyd Advisory Services’s Chubb CB Stock Holding History

Lloyd Advisory Services’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 		– Sell
-19
Closed -$6.19K – 689
2026
Q1 		$6.19K Buy
+19
New +$6.1K ﹤0.01% 532
2021
Q4 		– Sell
-12
Closed -$2K – 429
2021
Q3 		$2K Hold
12
– – ﹤0.01% 340
2021
Q2 		$2K Hold
12
– – ﹤0.01% 346
2021
Q1 		$2K Hold
12
– – ﹤0.01% 329
2020
Q4 		$2K Sell
12
-6
-33% -$841 ﹤0.01% 304
2020
Q3 		$2K Sell
18
-15
-45% -$1.88K ﹤0.01% 278
2020
Q2 		$4K Buy
+33
New +$3.82K ﹤0.01% 221

Other funds holding CB

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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

Lloyd Advisory Services's CB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Chubb (CB) in Q2 2026, closing a stake of 19 shares — an estimated $6.19K sold.

Lloyd Advisory Services first reported a position in CB in Q2 2020 and held it in 7 quarters. The position peaked at $6.19K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 19 Chubb shares in Q2 2026, an estimated $6.19K.
  • Lloyd Advisory Services first reported a position in Chubb in Q2 2020 and held it in 7 quarters.
  • Lloyd Advisory Services's Chubb position peaked at $6.19K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.