Patriot Financial Group Insurance Agency’s Chubb CB Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-1,066	Closed	-$347K	–	512
2026 Q1	$347K	Buy	+1,066	New	+$342K	0.02%	528
2022 Q3	–	Sell	-57	Closed	-$11K	–	627
2022 Q2	$11K	Sell	57 -8	-12%	-$1.65K	﹤0.01%	1197
2022 Q1	$14K	Hold	65	–	–	﹤0.01%	1225
2021 Q4	$13K	Sell	65 -19	-23%	-$3.57K	﹤0.01%	1370
2021 Q3	$15K	Buy	84 +53	+171%	+$9.29K	﹤0.01%	1319
2021 Q2	$5K	Buy	31 +19	+158%	+$3.15K	﹤0.01%	1639
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	1756
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	1615
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	1524
2020 Q2	$2K	Hold	12	–	–	﹤0.01%	1368
2020 Q1	$1K	Sell	12 -6	-33%	-$860	﹤0.01%	1402
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	1034
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	1013
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	1026
2019 Q1	$3K	Buy	+18	New	+$2.39K	﹤0.01%	929
2018 Q4	–	Sell	-30	Closed	-$3.88K	–	993
2018 Q3	$4K	Buy	+30	New	+$4.06K	﹤0.01%	765

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

Patriot Financial Group Insurance Agency's CB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Chubb (CB) in Q2 2026, closing a stake of 1,066 shares — an estimated $347K sold.

Patriot Financial Group Insurance Agency first reported a position in CB in Q3 2018 and held it in 16 quarters. The position peaked at $347K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,066 Chubb shares in Q2 2026, an estimated $347K.
Patriot Financial Group Insurance Agency first reported a position in Chubb in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Chubb position peaked at $347K in Q1 2026.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.