NWF Advisory Services’s Chubb CB Stock Holding History

NWF 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	$7.01M	Buy	20,584 +7,686	+60%	+$2.51M	0.66%	40
2026 Q1	$4.2M	Buy	12,898 +412	+3%	+$132K	0.47%	52
2025 Q4	$3.9M	Buy	12,486 +4,319	+53%	+$1.26M	0.43%	52
2025 Q3	$2.31M	Buy	8,167 +6,946	+569%	+$1.91M	0.25%	79
2025 Q2	$354K	Buy	1,221 +151	+14%	+$43.5K	0.04%	261
2025 Q1	$323K	Buy	1,070 +190	+22%	+$52.8K	0.05%	237
2024 Q4	$244K	Buy	+880	New	+$250K	0.04%	222

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

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

NWF Advisory Services increased its Chubb (CB) stake by 60% in Q2 2026, buying an estimated $2.51M and bringing the position to 20,584 shares worth $7.01M. The position accounts for 0.66% of the portfolio, ranked #40.

NWF Advisory Services first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

NWF Advisory Services held 20,584 shares of Chubb worth $7.01M as of Q2 2026.
NWF Advisory Services bought 7,686 Chubb shares in Q2 2026, an estimated $2.51M.
Chubb made up 0.66% of NWF Advisory Services's portfolio in Q2 2026, its #40 holding.
NWF Advisory Services first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.