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MONECO Advisors’s Chubb CB Stock Holding History

MONECO 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 		$696K Buy
2,043
+163
+9% +$53.2K 0.04% 315
2026
Q1 		$613K Sell
1,880
-12
-0.6% -$3.85K 0.05% 272
2025
Q4 		$590K Buy
1,892
+5
+0.3% +$1.46K 0.05% 276
2025
Q3 		$532K Buy
1,887
+10
+0.5% +$2.75K 0.04% 290
2025
Q2 		$544K Buy
1,877
+64
+4% +$18.4K 0.05% 279
2025
Q1 		$548K Buy
1,813
+56
+3% +$15.6K 0.06% 266
2024
Q4 		$486K Buy
1,757
+386
+28% +$110K 0.05% 280
2024
Q3 		$395K Sell
1,371
-102
-7% -$28K 0.05% 294
2024
Q2 		$376K Hold
1,473
– – 0.06% 276
2024
Q1 		$382K Buy
1,473
+142
+11% +$34.9K 0.06% 272
2023
Q4 		$301K Buy
1,331
+19
+1% +$4.16K 0.06% 288
2023
Q3 		$273K Buy
1,312
+20
+2% +$4.04K 0.07% 266
2023
Q2 		$249K Buy
+1,292
New +$253K 0.07% 286

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

MONECO Advisors's CB Position: Q2 2026 in Review

MONECO Advisors increased its Chubb (CB) stake by 8.7% in Q2 2026, buying an estimated $53.2K and bringing the position to 2,043 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #315.

MONECO Advisors first reported a position in CB in Q2 2023 and has held it in 13 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • MONECO Advisors held 2,043 shares of Chubb worth $696K as of Q2 2026.
  • MONECO Advisors bought 163 Chubb shares in Q2 2026, an estimated $53.2K.
  • Chubb made up 0.04% of MONECO Advisors's portfolio in Q2 2026, its #315 holding.
  • MONECO Advisors first reported a position in Chubb in Q2 2023 and has held it in 13 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.