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Pension & Wealth Management Advisors’s Chubb CB Stock Holding History

Pension & Wealth Management 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 		$79.1K Hold
231
– – 0.02% 273
2026
Q1 		$75.6K Hold
231
– – 0.02% 254
2025
Q4 		$72.4K Sell
231
-52
-18% -$15.2K 0.02% 262
2025
Q3 		$80.2K Buy
283
+23
+9% +$6.33K 0.03% 232
2025
Q2 		$75.5K Buy
260
+63
+32% +$18.1K 0.03% 221
2025
Q1 		$59.7K Buy
197
+11
+6% +$3.06K 0.02% 247
2024
Q4 		$51.5K Buy
+186
New +$52.8K 0.02% 258

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pension & Wealth Management Advisors's CB Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Chubb (CB) position steady in Q2 2026 at 231 shares worth $79.1K. The position accounts for 0.02% of the portfolio, ranked #273.

Pension & Wealth Management Advisors first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.2K in Q3 2025. 2,069 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Pension & Wealth Management Advisors held 231 shares of Chubb worth $79.1K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #273 holding.
  • Pension & Wealth Management Advisors first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Pension & Wealth Management Advisors's Chubb position peaked at $80.2K in Q3 2025.
  • 2,069 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.