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Perryman Financial Advisory’s Chubb CB Stock Holding History

Perryman Financial Advisory’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 		$242K Buy
710
+1
+0.1% +$326 0.03% 183
2026
Q1 		$231K Hold
709
– – 0.03% 161
2025
Q4 		$221K Buy
+709
New +$207K 0.03% 166

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Perryman Financial Advisory's CB Position: Q2 2026 in Review

Perryman Financial Advisory increased its Chubb (CB) stake by 0.14% in Q2 2026, buying an estimated $326 and bringing the position to 710 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #183.

Perryman Financial Advisory first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Perryman Financial Advisory held 710 shares of Chubb worth $242K as of Q2 2026.
  • Perryman Financial Advisory bought 1 Chubb share in Q2 2026, an estimated $326.
  • Chubb made up 0.03% of Perryman Financial Advisory's portfolio in Q2 2026, its #183 holding.
  • Perryman Financial Advisory first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.