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Moss Adams Wealth Advisors’s Chubb CB Stock Holding History

Moss Adams Wealth 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 		$479K Sell
1,401
-41
-3% -$13.4K 0.03% 158
2026
Q1 		$471K Buy
1,442
+83
+6% +$26.6K 0.03% 139
2025
Q4 		$425K Buy
1,359
+97
+8% +$28.4K 0.03% 150
2025
Q3 		$357K Sell
1,262
-65
-5% -$17.9K 0.03% 169
2025
Q2 		$386K Buy
1,327
+225
+20% +$64.7K 0.04% 160
2025
Q1 		$334K Buy
1,102
+160
+17% +$44.5K 0.04% 157
2024
Q4 		$261K Buy
942
+96
+11% +$27.3K 0.03% 162
2024
Q3 		$245K Buy
+846
New +$232K 0.03% 171

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

Moss Adams Wealth Advisors's CB Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Chubb (CB) stake by 2.8% in Q2 2026, selling an estimated $13.4K and leaving 1,401 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #158.

Moss Adams Wealth Advisors first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Moss Adams Wealth Advisors held 1,401 shares of Chubb worth $479K as of Q2 2026.
  • Moss Adams Wealth Advisors sold 41 Chubb shares in Q2 2026, an estimated $13.4K.
  • Chubb made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Moss Adams Wealth Advisors first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.