Portus Wealth Advisors’s Chubb CB Stock Holding History

Portus 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	–	Sell	-11	Closed	-$3.58K	–	119
2026 Q1	$3.58K	Buy	+11	New	+$3.53K	﹤0.01%	207

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

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

Portus Wealth Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 11 shares — an estimated $3.58K sold.

Portus Wealth Advisors first reported a position in CB in Q1 2026 and held it in 1 quarter. The position peaked at $3.58K in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Portus Wealth Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 11 Chubb shares in Q2 2026, an estimated $3.58K.
Portus Wealth Advisors first reported a position in Chubb in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Chubb position peaked at $3.58K in Q1 2026.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.