Northern Financial Advisors’s Chubb CB Stock Holding History

Northern Financial 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	$448K	Buy	1,315 +9	+0.7%	+$2.94K	0.3%	83
2026 Q1	$426K	Buy	1,306 +527	+68%	+$169K	0.31%	82
2025 Q4	$243K	Sell	779 -516	-40%	-$151K	0.28%	79
2025 Q3	$366K	Sell	1,295 -45	-3%	-$12.4K	0.19%	98
2025 Q2	$388K	Sell	1,340 -39	-3%	-$11.2K	0.29%	81
2025 Q1	$416K	Sell	1,379 -22	-2%	-$6.11K	0.34%	78
2024 Q4	$387K	Sell	1,401 -86	-6%	-$24.4K	0.31%	80
2024 Q3	$429K	Sell	1,487 -53	-3%	-$14.5K	0.33%	80
2024 Q2	$393K	Buy	1,540 +72	+5%	+$18.5K	0.32%	84
2024 Q1	$380K	Sell	1,468 -18	-1%	-$4.43K	0.3%	89
2023 Q4	$336K	Sell	1,486 -10	-0.7%	-$2.19K	0.28%	90
2023 Q3	$311K	Buy	1,496 +325	+28%	+$65.7K	0.29%	90
2023 Q2	$225K	Buy	1,171 +64	+6%	+$12.5K	0.2%	106
2023 Q1	$215K	Sell	1,107 -24	-2%	-$5.04K	0.2%	107
2022 Q4	$249K	Buy	+1,131	New	+$235K	0.28%	84

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Financial Advisors's CB Position: Q2 2026 in Review

Northern Financial Advisors increased its Chubb (CB) stake by 0.69% in Q2 2026, buying an estimated $2.94K and bringing the position to 1,315 shares worth $448K. The position accounts for 0.3% of the portfolio, ranked #83.

Northern Financial Advisors first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Northern Financial Advisors held 1,315 shares of Chubb worth $448K as of Q2 2026.
Northern Financial Advisors bought 9 Chubb shares in Q2 2026, an estimated $2.94K.
Chubb made up 0.3% of Northern Financial Advisors's portfolio in Q2 2026, its #83 holding.
Northern Financial Advisors first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.