Paladin Advisory Group’s Chubb CB Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-5,774	Closed	-$1.27M	–	300
2022 Q4	$1.27M	Sell	5,774 -110	-2%	-$22.9K	1.09%	30
2022 Q3	$1.07M	Hold	5,884	–	–	0.98%	34
2022 Q2	$1.16M	Buy	+5,884	New	+$1.21M	0.99%	33
2022 Q1	–	Sell	-5,884	Closed	-$1.14M	–	311
2021 Q4	$1.14M	Buy	+5,884	New	+$1.11M	0.92%	31

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

Paladin Advisory Group's CB Position: Q2 2026 in Review

Paladin Advisory Group held its Chubb (CB) position steady in Q2 2026 at 998 shares worth $340K. The position accounts for 0.23% of the portfolio, ranked #62.

Paladin Advisory Group first reported a position in CB in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q1 2025. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Paladin Advisory Group held 998 shares of Chubb worth $340K as of Q2 2026.
Paladin Advisory Group left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.23% of Paladin Advisory Group's portfolio in Q2 2026, its #62 holding.
Paladin Advisory Group first reported a position in Chubb in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Chubb position peaked at $1.64M in Q1 2025.
2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.