Operose Advisors’s Chubb CB Stock Holding History

Operose 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	$60.7K	Buy	+178	New	+$58.1K	0.01%	294
2026 Q1	–	Sell	-173	Closed	-$54K	–	603
2025 Q4	$54K	Sell	173 -5	-3%	-$1.46K	0.01%	275
2025 Q3	$50.2K	Sell	178 -3	-2%	-$826	0.01%	257
2025 Q2	$52.4K	Buy	181 +22	+14%	+$6.33K	0.01%	224
2025 Q1	$48K	Hold	159	–	–	0.02%	214
2024 Q4	$43.9K	Sell	159 -270	-63%	-$76.7K	0.02%	220
2024 Q3	$124K	Hold	429	–	–	0.04%	182
2024 Q2	$109K	Hold	429	–	–	0.04%	179
2024 Q1	$111K	Hold	429	–	–	0.04%	188
2023 Q4	$97K	Sell	429 -265	-38%	-$58K	0.04%	159
2023 Q3	$144K	Buy	694 +535	+336%	+$108K	0.06%	173
2023 Q2	$30.6K	Hold	159	–	–	0.01%	196
2023 Q1	$30.9K	Hold	159	–	–	0.02%	190
2022 Q4	$35.1K	Sell	159 -85	-35%	-$17.7K	0.02%	181
2022 Q3	$44K	Hold	244	–	–	0.03%	154
2022 Q2	$48K	Hold	244	–	–	0.03%	140
2022 Q1	$52K	Hold	244	–	–	0.04%	143
2021 Q4	$47K	Buy	+244	New	+$45.8K	0.04%	140

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

Operose Advisors's CB Position: Q2 2026 in Review

Operose Advisors opened a new position in Chubb (CB) in Q2 2026: 178 shares worth $60.7K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: Operose Advisors previously reported a position in CB as recently as Q4 2025.

Operose Advisors first reported a position in CB in Q4 2021 and has held it in 18 quarters since. The position peaked at $144K in Q3 2023. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Operose Advisors held 178 shares of Chubb worth $60.7K as of Q2 2026.
Chubb was a new Operose Advisors position in Q2 2026.
Chubb made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #294 holding.
Operose Advisors first reported a position in Chubb in Q4 2021 and has held it in 18 quarters since.
Operose Advisors's Chubb position peaked at $144K in Q3 2023.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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