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Pinnacle Wealth Management Advisory Group’s Chubb CB Stock Holding History

Pinnacle Wealth Management 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
2026
Q2 		$1.38M Buy
4,040
+141
+4% +$46K 0.08% 156
2026
Q1 		$1.27M Sell
3,899
-8
-0.2% -$2.57K 0.09% 155
2025
Q4 		$1.22M Buy
3,907
+2,138
+121% +$625K 0.08% 150
2025
Q3 		$499K Sell
1,769
-11
-0.6% -$3.03K 0.04% 231
2025
Q2 		$516K Sell
1,780
-49
-3% -$14.1K 0.04% 216
2025
Q1 		$552K Buy
1,829
+143
+8% +$39.7K 0.05% 192
2024
Q4 		$466K Sell
1,686
-60
-3% -$17K 0.04% 208
2024
Q3 		$504K Buy
1,746
+49
+3% +$13.4K 0.05% 199
2024
Q2 		$433K Sell
1,697
-37
-2% -$9.5K 0.04% 211
2024
Q1 		$449K Buy
1,734
+20
+1% +$4.92K 0.05% 204
2023
Q4 		$387K Buy
1,714
+29
+2% +$6.34K 0.05% 211
2023
Q3 		$351K Buy
1,685
+256
+18% +$51.8K 0.05% 214
2023
Q2 		$275K Buy
1,429
+158
+12% +$31K 0.03% 253
2023
Q1 		$247K Sell
1,271
-399
-24% -$83.9K 0.03% 263
2022
Q4 		$368K Buy
1,670
+375
+29% +$78K 0.06% 201
2022
Q3 		$236K Buy
+1,295
New +$246K 0.04% 236

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

Pinnacle Wealth Management Advisory Group's CB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Chubb (CB) stake by 3.6% in Q2 2026, buying an estimated $46K and bringing the position to 4,040 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #156.

Pinnacle Wealth Management Advisory Group first reported a position in CB in Q3 2022 and has held it in 16 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,040 shares of Chubb worth $1.38M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 141 Chubb shares in Q2 2026, an estimated $46K.
  • Chubb made up 0.08% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #156 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Chubb in Q3 2022 and has held it in 16 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.