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Phoenix Wealth Advisors’s Chubb CB Stock Holding History

Phoenix Wealth 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 		$2.66M Sell
7,812
-132
-2% -$43.1K 0.9% 26
2026
Q1 		$2.59M Sell
7,944
-523
-6% -$168K 1.02% 26
2025
Q4 		$2.64M Buy
8,467
+36
+0.4% +$10.5K 1.02% 24
2025
Q3 		$2.38M Sell
8,431
-184
-2% -$50.6K 0.91% 32
2025
Q2 		$2.5M Sell
8,615
-452
-5% -$130K 1.05% 30
2025
Q1 		$2.74M Sell
9,067
-86
-0.9% -$23.9K 1.19% 26
2024
Q4 		$2.53M Sell
9,153
-226
-2% -$64.2K 1.1% 29
2024
Q3 		$2.7M Sell
9,379
-1,889
-17% -$518K 1.26% 25
2024
Q2 		$2.87M Sell
11,268
-899
-7% -$231K 1.44% 21
2024
Q1 		$3.15M Sell
12,167
-273
-2% -$67.1K 1.92% 19
2023
Q4 		$2.83M Sell
12,440
-722
-5% -$158K 1.97% 19
2023
Q3 		$2.74M Sell
13,162
-415
-3% -$83.9K 1.61% 16
2023
Q2 		$2.61M Sell
13,577
-646
-5% -$127K 1.52% 16
2023
Q1 		$2.76M Sell
14,223
-33
-0.2% -$6.93K 1.71% 16
2022
Q4 		$3.14M Buy
14,256
+203
+1% +$42.2K 1.89% 9
2022
Q3 		$2.56M Buy
14,053
+154
+1% +$29.2K 2.56% 9
2022
Q2 		$2.73M Buy
13,899
+141
+1% +$29K 2.69% 8
2022
Q1 		$2.92M Buy
13,758
+11,635
+548% +$2.36M 3.02% 11
2021
Q4 		$410K Buy
2,123
+1,722
+429% +$323K 0.31% 74
2021
Q3 		$70K Buy
401
+50
+14% +$8.77K 0.05% 171
2021
Q2 		$57K Sell
351
-24
-6% -$3.98K 0.04% 181
2021
Q1 		$60K Buy
375
+131
+54% +$21.1K 0.05% 176
2020
Q4 		$38K Buy
+244
New +$34.2K 0.03% 206

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

Phoenix Wealth Advisors's CB Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Chubb (CB) stake by 1.7% in Q2 2026, selling an estimated $43.1K and leaving 7,812 shares worth $2.66M. The position accounts for 0.9% of the portfolio, ranked #26.

Phoenix Wealth Advisors first reported a position in CB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.15M in Q1 2024. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Phoenix Wealth Advisors held 7,812 shares of Chubb worth $2.66M as of Q2 2026.
  • Phoenix Wealth Advisors sold 132 Chubb shares in Q2 2026, an estimated $43.1K.
  • Chubb made up 0.9% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Phoenix Wealth Advisors first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Chubb position peaked at $3.15M in Q1 2024.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.