One Wealth Advisors’s Chubb CB Stock Holding History

One 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	$1.38M	Buy	4,055 +772	+24%	+$252K	0.15%	88
2026 Q1	$1.07M	Buy	3,283 +73	+2%	+$23.4K	0.13%	89
2025 Q4	$1M	Buy	+3,210	New	+$939K	0.12%	93
2025 Q1	–	Sell	-725	Closed	-$200K	–	287
2024 Q4	$200K	Sell	725 -172	-19%	-$48.8K	0.03%	243
2024 Q3	$260K	Hold	897	–	–	0.04%	219
2024 Q2	$242K	Sell	897 -4	-0.4%	-$1.03K	0.05%	194
2024 Q1	$234K	Buy	+901	New	+$222K	0.04%	214
2023 Q1	–	Sell	-619	Closed	-$137K	–	258
2022 Q4	$137K	Buy	+619	New	+$129K	0.03%	251
2019 Q2	–	Sell	-67	Closed	-$9K	–	173
2019 Q1	$9K	Buy	+67	New	+$8.91K	0.01%	323
2018 Q4	–	Sell	-62	Closed	-$8K	–	160
2018 Q3	$8K	Buy	62 +5	+9%	+$676	0.01%	358
2018 Q2	$7K	Hold	57	–	–	0.01%	357
2018 Q1	$8K	Buy	57 +1	+2%	+$145	0.01%	322
2017 Q4	$8K	Buy	+56	New	+$8.37K	0.01%	363

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 $3.38T AUM 44.17% 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

One Wealth Advisors's CB Position: Q2 2026 in Review

One Wealth Advisors increased its Chubb (CB) stake by 24% in Q2 2026, buying an estimated $252K and bringing the position to 4,055 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #88.

One Wealth Advisors first reported a position in CB in Q4 2017 and has held it in 13 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

One Wealth Advisors held 4,055 shares of Chubb worth $1.38M as of Q2 2026.
One Wealth Advisors bought 772 Chubb shares in Q2 2026, an estimated $252K.
Chubb made up 0.15% of One Wealth Advisors's portfolio in Q2 2026, its #88 holding.
One Wealth Advisors first reported a position in Chubb in Q4 2017 and has held it in 13 quarters since.
2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.